JM Wealth

Initial consultation free
Independent
Friendly, local, fully Chartered Lifestyle Financial Planners to help you with your financial decisions / planning. (appeared in the Times "Vouchedfor 2021 & 2022 Top Rated Financial Adviser Guide" . Solla accredited for equity release / long term care.

We can advise you on

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This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

MR Paul Morris B.Eng (Hons) Chartered ALIBF MSCI SOLLA
Chartered Financial Adviser

Contact us

7 London Road, West Glamorgan, SA11 1HB

Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage. 
JM Wealth is a trading style of Sandringham Financial Partners Ltd ('Sandringham') is authorised and regulated by the Financial Conduct Authority. FCA Number: 581304. Registered Office: 5th Floor, 30 Market Street, Huddersfield, West Yorkshire, HD1 2HG. Registered in England and Wales No: 08022795. VAT Registered: 235 3237 81.

Sandringham Financial Partners Ltd is a wholly owned subsidiary of M&G plc (Registered Number 11444019), incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. The Financial Conduct Authority does not regulate tax advice, trusts, or offshore investments.

The information provided in this website does not constitute professional financial advice. We strongly recommended that you consult a professional adviser before proceeding with any financial transaction

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