Truly Independent Financial Advisor

01462 455 655 rory@jlmwealthmanagement.co.uk MENU

Where we can help

Different stages of life will bring different priorities

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Areas we can help with:

Different stages of life will bring different priorities. As Independent Financial Advisers, we can help you build strategies for:

  • Pension and retirement planning
  • Investment planning
  • Portfolio Management
  • Key Man and Shareholder protection
  • Personal & Corporate pension planning
  • Inheritance tax mitigation and estate preservation
  • Trust Advice
  • Mortgages and Protection advice and reviews
  • School and university fee planning
  • Planning for long-term care provision
  • Saving strategies for children such as Junior ISAs and Child Trust Funds
  • Life insurance, critical illness insurance and income protection
  • Business protection, including option agreements and cross option agreement planning
  • NEST Pension / Auto-enrolment scheme advice and implementation

We can help your finances reach their true potential.

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Need help? One of our advisors will get in touch to discuss your specific requirements.

JLM Wealth Management Limited,
21a Churchyard,
Hitchin, Hertfordshire,
SG5 1HP

01462 455 655

rory@jlmwealthmanagement.co.uk

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JLM Independent Wealth Management Ltd is an Appointed Representative of Cotswold Independent Financial Services Ltd, which is authorised and regulated by the Financial Conduct Authority

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