Our Story

"Sebastian and I founded the JLM Mortgage brokerage because we were disillusioned by the industry's lack of moral compass. JLM Wealth was the natural next step!

High commissions and product bias seemed to drive the focus toward sales over quality advice.

We set out to create something fair, honest, and transparent, prioritising what clients need over what salespeople want.

We've always had a very transparent fee structure, with a maximum fee level and no discrimination. It makes no sense for anyone to pay more than others, for what is ultimately the same service.

I'm a people person who loves building long-term relationships. I've been at it so long, I'm now meeting with the grandchildren of my original clients!

What I love most about JLM Wealth is our ability to help people through tough situations. And even when we can't directly assist, we can always guide them in the right direction."

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At JLM Wealth, we're not just about managing your finances—we're about building relationships that last a lifetime. Whether you're planning for the future, navigating a financial challenge, or looking for honest, straightforward advice, we're here to help.

01462 222 002 | hello@jlmwealth.com