JPB Financial Planning Ltd

Independent Financial Adviser 11 Market Place, Macclesfield, Cheshire, SK10 1EB
FCA verified
10th December 2018
Independent personalised transparent financial advice.
We can advise you on
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Long term care
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Taxation planning
Meet our advisers
adviser-person
Phil Jones
Director
adviser-person
Lee Pimblott
Director
adviser-person
William Beighton
Director
Where to find us

11 Market Place, Macclesfield, Cheshire, SK10 1EB

About us

JPB Financial Planning is an Independent Financial Advisory (IFA) firm. We are based in Macclesfield, Cheshire, but have clients across the length and breadth of the UK.

The three founding Directors established JPB in early 2016, having worked together for many years. They have over 40 years combined experience of advising individuals and corporate clients on financial matters.

We at JPB appreciate that client needs may be straightforward or more complex, but our aim is to ensure that whatever the situation we are intent on providing a truly personal service and one that ensures that you achieve your aims and ambitions.

We provide specialist financial advice to individuals on Investment Planning, Pension Planning and 'At-Retirement' advice, Family Protection, Tax and Estate Planning, and Long Term Care.

We also provide specialist advice to corporate clients on matters such as Auto-Enrolment, Keyman insurance and Shareholder/Partnership protection.

Our services

We provide a truly personal service to all our clients.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000

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