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, SK9 2TA
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.