At JLM Wealth we understand that each client is different and pride ourselves on offering financial solutions to our clients through the different stages of their lives, from setting up a Pension to Estate Planning.
Our approach is professional and friendly, and we aim to offer a first-rate service for all our clients.
We do this by building trust through an understanding of our client’s needs and objectives, which allows us to make appropriate recommendations.
We offer independent, high quality and personalised advice in a wide range of areas, including:
Pension planning is far more complex than many people realise, with constant changes to rules and regulations. Our aim is to simplify this on your behalf to help ensure you save sufficient money during your working life to provide an income stream for you to live comfortably after you have retired.
The money you pay into a pension is put into a portfolio of investments, which we will recommend based on your attitude to risk, capacity for loss and investment timeframe. The money you’ll get back from a pension usually depends on:
There are many different types of investments and dependent on a client’s circumstances and objectives, we will explain those that are most relevant. Usually, the investments we recommend will contain a proportion of stocks and shares, which are designed to be held for the longer term.
Whilst access is possible, you need to be comfortable with tying up this money for a period of time and we believe you should not consider equity investments if you require the funds earlier than 5 years, unless you have sufficient savings in place.
The value of most investments may fall as well as rise and you may get back less than you originally invested, although they do offer the prospect of potentially higher returns than deposit accounts.
Financial products are sometimes at their most useful when they are protecting our families, our incomes, or our property.
Whilst insuring ourselves against an undesirable event such as sickness or death which may not be a topic you want to think about, the benefit of being able to set financial issues aside at an emotionally difficult time, cannot be overlooked.
There are various ways in which a family can protect itself, and because of the large range of products available, there is usually an appropriate policy for most circumstances, and most budgets. We can explain the options most suitable to your circumstances and recommend a suitable plan to protect your family and your standard of living, should something unexpected happen.
We work closely with a number of professional firms outside of JLM Wealth offering Mortgage Advice, Payroll services, Social Media and Marketing services, plus Wills and Lasting Power of Attorneys and if you are interested in any of these services, we will be able to pass on your contact details to them.
Mon | 09:00 am – 05:00 pm | |
Tue | 09:00 am – 05:00 pm | |
Wed | 09:00 am – 05:00 pm | |
Thu | 09:00 am – 05:00 pm | |
Fri | 09:00 am – 05:00 pm | |
Sat | Closed | |
Sun | Closed |
JLM Wealth is a trading style of JLM Network Wealth Ltd, which is an Appointed Representative of Nott Pybus & Associates Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA No. 991615 and 147535. Further details may be found by visiting www.fca.org.uk
All contents of this website are deemed to be correct as at the last site update. We have made great efforts to ensure the accuracy of the information provided and do not accept any responsibility for errors or omissions.
The Financial Conduct Authority does not regulate taxation advice, trust advice, schools fees planning, National Savings, some forms of offshore investments, some forms of buy to let mortgages, commercial loans, loans and overseas mortgages.
The guidance contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
THE VALUE OF YOUR INVESTMENTS CAN GO DOWN AS WELL AS UP AND YOU MAY NOT GET BACK THE FULL AMOUNT INVESTED.
JLM Network Wealth Ltd. Registered in England, no.14602600. Registered office: 62 Wilbury Way, Hitchin, Hertfordshire, SG4 0TP
Copyright © 2023 JLM Wealth - All Rights Reserved.
Powered by GoDaddy.