JPB Financial Planning Ltd

Independent Financial Adviser  11 Market Place, Macclesfield, Cheshire, SK10 1EB
check
FCA authorised
Last authorised 8th March 2021
Independent personalised transparent financial advice.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Capital gains tax
check
Estate planning
check
Taxation planning
check
Long term care
Meet our advisers
MR William Beighton
Director
MRS Lee Pimblott
Director
MR Phil Jones
Director
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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

11 Market Place, Macclesfield, Cheshire, SK10 1EB

Similar advisers near you

Independent Financial Adviser 0.49 mi
Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
 
Independent Financial Adviser 0.82 mi
We are a friendly firm of independent financial advisers who provide a personal service tailored to individual circumstances.
 
Independent Financial Adviser 0.82 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Independent Financial Adviser 0.9 mi
We are a firm of Chartered, Independent Financial Planners, specialising in working with business owners, company directors and senior executives.