JM Wealth

Independent Financial Adviser 7 London Road, West Glamorgan, Neath, SA11 1HB
First meeting at adviser's own cost
Response rating
9.2 /10
FCA verified
16th September 2019
Trusted, Local and Friendly Professional Service -Chartered Financial Adviser
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
Susan Jones BA Chartered ALIBF
Chartered Financial Adviser
Paul Morris B.Eng (Hons) 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
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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.

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