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  11. JTM Financial Services Ltd

JTM Financial Services Ltd

Independent Financial Adviser  3 Princes Court, Ferndown, Dorset, BH22 9JG
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FCA authorised
Last authorised 3rd May 2021
Friendly, qualified and experienced staff take pride in offering, personalised and professional Financial Advice on Investments, Retirement Planning and Protection.
We can advise you on
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Annuity purchase
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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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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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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 ISA
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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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Group private medical insurance
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Sharia finance
Meet our advisers
MR John Eales DipPFS
Financial Adviser
MR David Brindley DipIP PFA
Director
MR Terence Wyatt
Director
MR Mark Birtwell
About us

JTM has developed a reputation for providing our clients with a clear, friendly, professional and personal service. We are totally dedicated to helping you set and achieve your financial goals. Whether you're planning for retirement, saving for the future, protecting your loved ones or wish to make the most of your money in the here and now. We'll support you at every stage. Our investment philosophy starts with our clients, we take the time to find out what you want to achieve before recommending a solution based on objective analysis and thorough research and explained in plain English.

Our services

Our financial planning process starts with you.

We will take the time to find out exactly what you goals and needs are before proposing a bespoke solution, tailored to your needs and explained in plain English.

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

3 Princes Court, Princes Road, Ferndown, Dorset, BH22 9JG

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