JNJ Financial Management Ltd

Independent Financial Adviser  The Old Courthouse, Kineton, Warwickshire, CV35 0JR
First meeting at adviser's own cost
"In everything JNJFM do, our principal aim is to perform our role to the highest possible standards".
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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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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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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Employee benefits
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Group ISA
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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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Group risk
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Richard Jennings
Director

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

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

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.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

What our clients say
"JNJ took time to listen carefully to my situation and lifestyle and exactly what I needed my investments to do for me, before providing me with a tailored approach that continues to meet my needs. I have complete confidence in Richard and his team and I am happy in the knowledge that their ongoing review of the markets keeps my investment portfolio in the very best of health".
Mrs JEB, Northamptonshire
"I met Richard and he has safely navigated my husband and I over the past 20 years. We feel very confident with his guidance and advice. We have developed a good friendly working relationship from which we have benefitted financially"
Mrs VJ, Leamington Spa, Warwickshire
"Moving my investments to Richard’s management was one of the best things I have done and frankly I wish I had done it years ago".
Mrs DB, Gloucestershire
"JNJFM has been looking after my portfolio for 25+ years and in that time have always found them totally professional in all my dealings with them. Friendly staff who give the impression that your call or visit is as important as everyone else's. I have total confidence in the advice offered".
Mrs GMB, Solihull, West Midlands
....... "JNJ Financial Management (JNJFM) has looked after our investments for over 10 years. In that time we have seen our portfolio deliver excellent results. Throughout the period, JNJFM have given us a personal service, with excellent communication and advice that has reflected any change in our circumstances. This approach has left us worry free to enjoy our retirement".
Mr & Mrs MJH, Warwickshire
“Richard Jennings has managed our investments for over 20 years. We are lucky to have found him. His intellect and integrity have guided us through the ups and downs. He is always ahead of the game and we have a thorough understanding of our investments, owing to the care he takes to explain the detail. Richard is well informed, efficient, trustworthy, charming and hard working and happily, we are much enriched by his guidance”.
Mr & Mrs AWJ, Gloucestershire
About us

JNJFM was established in 1984 and offers you a totally independent and impartial wealth management service, based on high quality, personal service and bespoke solutions.

We provide independent financial, investment, retirement and tax planning advice (particularly Inheritance Tax mitigation) to private clients, trustees, charities and corporations. We offer a portfolio management service.

With a clear focus and a thorough and comprehensive understanding of financial markets, we can help make sense of what are often seen as confusing financial or tax issues.

Our services

JNJFM offers a comprehensive independent wealth management service.

We enjoy the benefits of being a 'plain speaking', local company, but are associated with an award winning, national one.

We constantly research the best solutions for each client's personal situation and construct portfolios in the most efficient and cost effective manner, working as part of a team dedicated to achieving our clients' objectives.

We have a clear focus and a thorough and comprehensive understanding of the financial markets. We can help make sense of what is often seen as conflicting and confusing financial or tax issues.

Where to find us
Head office address: The Old Courthouse, Bridge Street, Kineton, Warwickshire, CV35 0JR
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
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
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020

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