JPA Financial Services Ltd

Independent Financial Adviser J P A Financial Services Ltd, West Midlands, Kingswinford, DY6 8AW

First meeting at adviser's own cost

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 can advise you on

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Pensions & retirement

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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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Financial planning

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Wealth management

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Investments

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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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Traded endowment policies

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Unit trusts

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Savings

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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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Insurance & protection

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Accident & sickness

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Buildings and contents

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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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Payment protection insurance

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Small business

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Tax & trust planning

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Capital gains tax

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Estate planning

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Taxation planning

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Business

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Commercial mortgages

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Corporate pension

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Employee benefits

Make an enquiry Request a call back Recommend to a friend

Response rating

10/10

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FCA authorised

Last authorised 2nd August 2021

Meet our advisers

MR Nicholas Lue LIBF

IFA

Qualifications & Accreditations chevron_up

Dip PFS - Personal Finance Society Diploma (PFS)

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

Accreditations

About us

Since 2009 as local IFA's, JPA's aim has been to provide advice to everyone who wants/needs professional advice.
With over 100 years collective experience we specialise in Pensions, Investment and Mortgage advice

Our services

We specialise in Pension and Investment Advice,
we also have advisers accredited in the area of Estate Planning

Where to find us

Head office address: J P A Financial Services Ltd, 446-452 High Street, West Midlands, Kingswinford, DY6 8AW

Make an enquiry

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£0

Special offers

Choose an Unbiased exclusive special offer:

Offers terms

FREE

pension health check

+ £50 off the
cost of advice
FREE

investment health check

+ £50 off the
cost of advice
FREE

financial health check

+ £50 off the
cost of advice

Advice methods

Face to face

Make an enquiry Request a call back Recommend to a friend

Response rating

10/10

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FCA authorised

Last authorised 2nd August 2021

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