JPA Financial Services Ltd

Independent Financial Adviser  1st and 2nd Floor Offices, Kingswinford, West Midlands, DY6 8AW
First meeting at adviser's own cost
We believe fully independent financial advice with access to all potential solutions is the way that clients can truly benefit.
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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Regular savings
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Savings for children
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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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Estate planning
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Corporate pension
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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 private medical 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
Nicholas Lue DipFA MLIBF
Independent 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 assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

Scott Saxby DipFA MLIBF
IFA

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

Paul Lloyd DipPFS
Independent Financial Adviser
Scott Stackhouse DipFA MLIBF
Independent 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

Ravinder Thind
Independent Financial Adviser

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

Paul Towers-Evans DipFA MLIBF
Director

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

John Bresnan DipFA MLIBF
Director

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.

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

About us

We are a small team of qualified professionals with over 100 years’ combined experience in the financial services industry. Our knowledge and experience creates a collective wisdom, which is the cornerstone of our unique service.

Our services

In our experience people don’t know who to turn to when it comes to financial services. This is particularly relevant if you’ve become financially disadvantaged as a result of losing money on investments, or if you don’t know your ‘R squared’ from your ‘Alpha’! Understanding your emotional feelings about money, together with our logical and rational approach, will help you take the right course of action. Our Mission is to provide the right solutions to the right people at the right time at the right price.

Where to find us
Head office address: 1st and 2nd Floor Offices, 446 - 452 High street, Kingswinford, West Midlands, DY6 8AW
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    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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