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
CeFa - Certificate for Financial Advisers
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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.
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 assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection
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
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
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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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.
DipFA - Diploma for Financial Advisers (LIBF)
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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
What our clients say
Scott Saxby assessed my current needs and requirements and advised accordingly taking full account of my views regarding risk factors etc. He was very clear and detailed when necessary and answered all questions and concerns without at any time making me feel pressured.
Gill, Wolverhampton
John has been my personal financial adviser for many years. He has looked after my pensions and investments giving me and my family peace of mind. I would recommend John and JPA Financial Services Ltd to anyone. These are people you can trust to look after your finances.
Steven, Wolverhampton
My pensions were in a real mess and because of previous bad advice they had lost over two thirds of their value. Thankfully Paul Towers-Evans took on my case. Over a four year period he used his knowledge and skills to ultimately get me an out of court settlement which has been life changing for me. Without his tenacity and dedication I would have been out of pocket by hundreds of thousands of pounds. He has helped me cross over into retirement and nothing has been too much trouble for him. I wholeheartedly endorse JPA 100 percent
Owen, Stourton
I have known Scott Stackhouse as my financial adviser since 2004. I have always found him to be honest and trustworthy, hence I have recommended him and the services he provides to a number of people with whom I work.
Karen, Lichfield
Paul Lloyd has been my personal financial adviser for many years. He has looked after my pensions and has given me and my family peace of mind. I would recommend Paul and JPA Financial Services Ltd to anyone. These are people you can trust to look after your finances.
Mark, Dudley
Ravinder Thind is an excellent financial adviser and was able to provide all the financial services I needed. I found Ravinder to be professional and organised and understood my requirements perfectly, he has a wealth of knowledge in the finance industry. I have no hesitation in recommending Ravinder for financial advice.
Chas, Edgbaston
I came across Nicholas via an online search engine. His service has been top draw from the beginning of the process, he weighs up the pros and cons of your requirements then advises accordingly without being pushy or aggressive, at all times he has treated me in a calm, respectful, but highly professional manner, its a given that I would recommend him to anyone needing financial advice. Thanks again Nicolas.
Adrian, Bromsgrove
About us
We are a small team of qualified professionals with nearly 200 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.
Where to find us
Head office address: 1st and 2nd Floor Offices, 446 - 452 High street, Kingswinford, West Midlands, DY6 8AW
At JPA we specialise in advice for Individuals
We take the time to understand you, and your plans for the future, and will help you understand your options, so that you can then decide the best route to take to reach your goals.
We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety.
Please email us should you require financial advice.
Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting. Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
