JM Wealth

Independent Financial Adviser  7 London Road, West Glamorgan, Neath, SA11 1HB
First meeting at adviser's own cost
Friendly, local, fully Chartered Lifestyle Financial Planners. Appeared in the Times "Vouchedfor's 2021 Top Rated Financial Adviser Guide" Member of the Society of Later Life Advisers (SOLLA)
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Equity release
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Mortgage protection
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group income protection
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Long term care
Response rating
8.1/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
MR Paul Morris B.Eng (Hons) Chartered ALIBF MSCI SOLLA
Chartered Financial Adviser

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.

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.

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

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

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.

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

Having achieved the IFS Level 6 Diploma in Financial Advice, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

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.

Accreditations
Care advice standard Later Life Accredited Adviser Retirement advice standard
MRS Susan Jones BA Chartered ALIBF
Chartered Financial Adviser

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

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.

Having achieved the IFS Level 6 Diploma in Financial Advice, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

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.

What our clients say
“having had dealings with Paul Morris, a director of JM Wealth for over five years, I have experienced their professional, unbiased advice and guidance on a wide range of financial issues and investment opportunities that have proved to be both accurate and effective – I would recommend their services without hesitation”
Jan B, Neath
Paul is a wonderful financial adviser who we trust completely with all our finances. Highly recommended.
Suzy R, Neath
Paul has been my financial advisor at JM Wealth since he started there and for at least 15 years before he even joined them. He is always professional and knowledgeable on the investments he advises on. Paul never makes me feel uncomfortable or stupid if I don't fully understand the policy wording in some of my investments. He has helped me to make the most of my money and if I have any questions about anything financial he has always been able to help me . I trust his advice implicitly and I would never deal with anyone else
Kerry B, Caerphilly
Been looked after by Paul from Jm Wealth for 18 months and I appreciate his professional, dedicated and friendly approach to his work. There’s always a warm welcome on arrival and would highly recommend this business to anyone.
Jeff C, Port Talbot
Have only good things to say about JM Wealth. Have been looked after by Paul Morris since 2017 and I am really pleased with how things are going. A very professional company.
Paul E, Neath
Paul Morris at JM Wealth was very generous with his time and knowledge. Explained things clearly and very professionally and answered all my questions in a way I could understand . He is always easy to get in touch with if I need help or information and I would definitely recommend JM Wealth to anyone needing sound and professional financial advice
Phil W, Port Talbot
I am more than happy with the help and advice I have received from Paul in JM Wealth. Not knowing really anything about managing finances, I was guided thoughtfully and personally to choosing the right investments that I would feel secure and content with. My 93 year old mum also was helped kindly following the death of my father. Would absolutely recommend JM Wealth to anyone looking for a financial company offering personal and knowledgeable advice.
Jane W, Abergavenny
Just want to thank the staff at JM Wealth for all their help and assistance. Nothing was too much trouble . I would recommend JM Wealth to anyone who needed assistance with their finances
M Evans, LLanelli
About us

Think about our planning split into three parts -

1 - To find out more about you, your current position today and thoughts / plans for the longer term.

2 - The Financial Plan - A deeper look into your current position to review your assets, any debts, income and outgoings. To visually bring your planning to life and colour , model your current position and to see how it is potentially heading in the future. Cashflow modelling will help with the "What if? type questions" - When can I retire? How much is enough ?

3 - Financial Advice - Helping you review your current plans such as ISAs/Pensions/Investments and how do they fit into your financial plan? This is where we can research for quality solutions to help with your planning if appropriate to do so.

Our services

We are a friendly local team based in the Neath office and have built many long lasting relationships with our clients.

We are both highly qualified to chartered level, take time to understand your needs ,you will be dealing with a team you can trust to provide quality advice and comprehensive planning .

Our Precision ongoing client service cutting-edge technologies allows me to spend more time planning for your specific goals and wider financial planning requirements to help reach your financial goals. Our Wealth Platform Client Portal will give you 24/7 online access to your financial information. The platform provides an efficient and convenient way to view and monitor your investments, plans, policies and other assets and gives you access to extensive portfolio information, all from one screen.

Where to find us
Head office address: 7 London Road, West Glamorgan, Neath, SA11 1HB
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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: 153 0427 42.

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

Response rating
8.1/10
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FCA authorised
Last authorised 14th June 2021

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