On receiving an enquiry we will arrange a preliminary meeting with you. The purpose of the first meeting is to establish your current situation, to discover and understand your objectives and also to agree how we would be paid for our services should you choose to instruct us. There is no charge for this meeting and no obligation on either side.
If you are happy with what we offer and wish to proceed, our service is fee based. We want our clients to have the confidence that we are giving unbiased professional advice, rather than being biased towards selling a product that might pay commission. Please contact us or ask us to send you a copy of our Client Agreement for a more detailed explanation of how we work.
We are able to adapt our service and fees to suit your needs. You may wish to opt for one of our Financial Planning packages offering a choice in the level of on-going service you will receive.
At all times, we will ensure that you are fully aware of any costs involved, before a commitment is made.
122 Whinbush Road
Hitchin
England
SG5 1PN
THE VALUE OF YOUR INVESTMENTS CAN GO DOWN AS WELL AS UP AND YOU MAY NOT GET BACK THE FULL AMOUNT INVESTED. 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. JLM Network Wealth Ltd. Registered in England, no.14602600. Registered office: 122 Whinbush Road, Hitchin, England, SG5 1PN
