JM Wealth

Independent Financial Adviser 7 London Road, West Glamorgan, Neath, SA11 1HB
First meeting at adviser's own cost
Response rating
9.1 /10
FCA verified
18th November 2019
Trusted, Local and Friendly Professional Service -Chartered Financial Adviser
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Paul Morris B.Eng (Hons) Chartered ALIBF
Chartered Financial Adviser
Susan Jones BA Chartered ALIBF
Chartered Financial Adviser
Where to find us

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

Make an enquiry
About us

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

We use powerful cashflow modelling from Prestwood / Truth to help design your own plans. It helps us when clients ask us - 'when can I retire' , 'how long could my money last and the amount I can take each month ?'

Our friendly team 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

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value