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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Defined benefit
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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 27th September 2021
Meet our advisers
MR 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.

MR 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

MR Paul Lloyd DipPFS
Independent Financial Adviser

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

MR 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

MR Ravinder Thind
Independent Financial Adviser

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

MR 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

MR 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

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
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
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
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
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
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
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
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, DY6 8AW
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
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 27th September 2021

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