JM Wealth

Independent Financial Adviser 7 London Road, West Glamorgan, Neath, SA11 1HB

First meeting at adviser's own cost

Response rating

7.0/10

15th October 2018

Trusted, Local and Friendly Professional Service -Chartered Financial Adviser

We can advise you on

Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Income protection insurance
- Life insurance
- Small business
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Long term care
- Long term care
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Meet our advisers

Susan Jones BA AwPETR

Pension Transfer Specialist

Qualifications & Accreditations Hide qualifications

DipFA - Diploma for Financial Advisers (LIBF)

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

AwPETR - Award in Pension Transfers

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Paul Morris B.Eng (Hons) CMIFS

Chartered Financial Adviser

Qualifications & Accreditations Hide qualifications

DipFA - Diploma for Financial Advisers (LIBF)

CeRER - Certificate in Regulated Equity Release (LIBF)

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

CeLTCI - Certificate in Long-Term Care Insurance (LIBF)

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

AwPETR - Award in Pension Transfers

AdvDipFA - Advance Diploma in Financial Advice (LIBF)

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

Where to find us

7 London Road, West Glamorgan, Neath, SA11 1HB

About us

At JM Wealth we believe financial planning should incorporate a strategy centred around a client’s long term goals.

We believe in holistic solutions which focus on long term lifestyle planning. This ensures our clients are in the best position to achieve their aspirations and to both grow and protect their hard earned savings.

Our team of professionals have the knowledge and experience to assist with every aspect of financial planning. Our goal is simple, we aim to create holistic and effective financial plans tailored to each individual.

We also work closely with Private Client Solicitors, Deputies and Trustees, serving clients who desire long-term support and advice from a Financial Planning professional.

Our services

We have experience of advising clients such as inheritance tax planning, care fee planning and Trust investments

Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

J.M. Wealth is a trading style of West Wales Financial Services Ltd which is authorised by the Financial Conduct Authority, West Wales Financial Services Limited, Registered Office 6A Llys Y Barcud Crosshands Business Park Crosshands Carmarthenshire SA14 6RX. Registered in England and Wales 4672133.

We can advise you on

Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Income protection insurance
- Life insurance
- Small business
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Long term care
- Long term care
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Compliance

Contact options

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