JPA Financial Services

Independent Financial Adviser Trinity View, Ketley Bank, Shropshire, Telford, TF2 0DY
First meeting at adviser's own cost
Response rating
FCA verified
20th May 2019
Pension Expert: Helping you plan for sustainable wealth through retirement | Estate Planning | Auto Enrolment
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Life insurance
    • Small business
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Long term care
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Andrew Wheeler
Where to find us

Trinity View, Ketley Bank, Shropshire, Telford, TF2 0DY

Make an enquiry
About us

I’ve been working in the pension industry for over twenty years. I’ve worked for large pension companies and seen the challenges first hand, as the expert that pension advisors came to for help and guidance.

Now, as an independent financial advisor in Telford, I want to ensure that your retirement will be everything you’ve dreamt of.

Together we’ll look at your current retirement planning and forecast. We’ll discuss your goals and the strategy required to reach them. We’ll project if you’re on course for the sustainable income you desire, and the legacy you wish to leave.

Our services

I’m on a mission to ensure you get the retirement you’ve been dreaming of.

Advice methods
  • phoneButton
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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