JNH Wealth Management Limited

Independent Financial Adviser  1st Floor, Whittington, Shropshire, SY11 4PQ
First meeting at adviser's own cost
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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SIPPs
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Stakeholder
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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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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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Regular savings
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Estate 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 critical illness
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Group income protection
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Group life insurance
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 24th February 2020
Meet our advisers
Richard Vickery DipPFS

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

Adam Ball DipPFS

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

Katie Edwards

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Alasdair Coutts-Britton DIP PFS, AwPETR
Director

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

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.

About us

We provide expert advice on investments and pensions. Our four Advisers are all Directors and shareholders in the Company and are committed to providing the best Independent Financial Advice to individuals and business’.

None of our Advisers are "ex bank managers" and neither did they used to be Life insurance sales people. They have no provider bias and use independently paid for 3rd party research and analysis tools to provide individual tailored advice.

Where to find us

1st Floor, Swan Petroleum, Babbinswood, Oswestry, Shropshire, SY11 4PQ

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 24th February 2020

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