J F P Financial Services

Who We Are

Josalyne & Co is a leading Independent Financial Advice firm based in Macclesfield, Cheshire. Established over 40 years ago, we have built lasting relationships with individuals, medical professionals, businesses, and their employees across Cheshire, Derbyshire, Staffordshire, and beyond.

What We Do

We provide a comprehensive range of financial planning and advisory services designed to grow and protect your wealth. Our experienced team of Chartered Financial Planners take a personalized approach to understanding your unique financial goals and circumstances. We work with you to create tailored plans that address your specific needs and aspirations.

Our Services

Our services cover a wide range of areas, including:

• Retirement Planning: Maximize your pension savings and investments for a comfortable retirement.
• Inheritance Tax Planning: Minimize your inheritance tax liability and ensure your assets are protected.
• Corporate Financial Services: Tax planning, financing, business protection, and employee benefits.
• Life & Health Insurance: Secure your financial future by finding the right insurance solutions.
• Investment Planning: Grow your wealth and achieve your financial goals through a diverse portfolio.

What Sets Us Apart

At Josalyne & Co, we are committed to:

• Client-Centric approach: We prioritize understanding your individual needs and goals.
• Independent advice: We are not tied to any financial institution, ensuring unbiased recommendations.
• Transparent communication: We provide clear and concise explanations of your financial plan and progress.
• Long-term relationships: We build strong and lasting relationships with our clients.

Our Values

• Client-centricity
• Integrity
• Transparency
• Accountability
• Sustainability

Get in Touch

To discuss your financial planning needs and explore how we can help you achieve your financial goals, contact us today to schedule a no-obligation consultation.