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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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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Traded endowment policies
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Unit trusts
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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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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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Capital gains tax
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Estate planning
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
Response rating
10/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Nicholas Lue LIBF
IFA

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

Accreditations
ISO 22222- Personal Financial Planning
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
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 19th October 2020

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