Achieve financial peace of mind with our expert guidance
JPB Financial Planning Ltd is a privately owned firm of Independent Financial Advisers, based in Macclesfield, Cheshire, but with a nationwide presence. Our team of experts specialises in all areas of financial planning and offers a bespoke service tailored to each individual or corporate client. We take the time to understand our clients' unique goals and circumstances, providing independent and objective advice to help them achieve their financial aspirations.
Our Services
At JPB Financial Planning Ltd, we understand that every individual and business has unique financial requirements. Our comprehensive range of services includes:
Step-by-Step Financial Planning
We don't believe in a one-size-fits-all approach to financial planning. Instead, we take a four-step approach to help our clients achieve their financial goals:
- Step 1 - Getting to know you: We begin by getting to know you, understanding your current financial situation, and identifying your goals and aspirations.
- Step 2 - Establishing where you are now: We'll obtain a thorough understanding of your current financial situation by liaising with you and any existing providers.
- Step 3 - Creating your plan: We'll work with you to create a customized financial plan that suits your unique needs, taking into account any potential risks and tax implications.
- Step 4 - Implementing recommendations: We'll put your plan into action, implementing any recommendations and providing ongoing support and guidance to ensure you stay on track.
Independent Financial Advice
As Independent Financial Advisers, we are not tied to any specific provider. Instead, we diligently research the whole market to provide you with the best possible advice for your individual circumstances.
Our Team
At JPB Financial Planning Ltd, we are an owner-managed business with a strong team of Directors, Consultants, Paraplanners, and Compliance Professionals. Our team is dedicated to providing exceptional service, expertise, and support to our clients.
Your Financial Journey
At JPB Financial Planning Ltd, we believe that every individual and business deserves a personalized approach to financial planning. We take the time to understand your unique goals, circumstances, and aspirations, providing tailored guidance and support to help you achieve your financial aspirations.
Overview of JPB Financial Planning Reviews
Praise for Exceptional Service and Expertise
The reviews of JPB Financial Planning are overwhelmingly positive, with clients praising the company's exceptional service, expertise, and professionalism. Many clients have expressed their appreciation for the personalized attention they received from the team, particularly Will Beighton and Phil Jones.
Key Strengths
- Friendly and approachable staff who go the extra mile to ensure excellent customer service
- Professional and responsive team who answer queries promptly and provide clear advice
- Ability to understand clients' needs and provide tailored financial planning advice
- Knowledgeable and helpful team who explain complex financial concepts in a clear and concise manner
Client Testimonials
JPB Financial Planning has received numerous glowing testimonials from satisfied clients, many of whom have recommended the company to friends and family. Clients have praised the team's ability to listen, understand their circumstances, and provide clear advice that benefits them in the long term.
