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.
We provide a truly personal service to all our clients.
11 Market Place, Macclesfield, Cheshire, SK9 2TA
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