7 London Road, West Glamorgan, Neath, SA11 1HBMake an enquiry
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.
We have experience of advising clients such as inheritance tax planning, care fee planning and Trust investments
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