JPB Financial Planning Ltd

Independent Financial Adviser  11 Market Place, MACCLESFIELD, SK10 1EB
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FCA authorised
Last authorised 13th September 2021
If you require comprehensive and independent financial advice from a highly qualified, experienced adviser, then please do get in touch to find out how we can help you take charge of your financial future.
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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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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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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Long term care
Meet our advisers
Lee Pimblott
Director
Will Beighton
Director
Phil Jones
Director
Jonathan Molloy
Chartered Financial Planner
About us

JPB Financial Planning Ltd is a privately owned firm of Chartered Independent Financial Advisers. Based in Macclesfield, Cheshire with clients across the UK.

Our services

We pride ourselves on a personal service. We spend the time necessary to fully understand our client’s needs. We know every client by name and we will often deal with multiple generations of their family. Many of our clients have worked with us for 25 years or more.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

11 Market Place, MACCLESFIELD, SK10 5JB

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