Business Details
Your Trusted Partner for Financial Planning Solutions
At JPB Financial Planning, we believe that great financial planning starts with understanding your unique goals, lifestyle, and future aspirations. As independent financial advisers, we specialise in comprehensive financial planning services tailored to individuals, families, and businesses across the UK. Our approach combines independent advice, based on thorough market research, with customised strategies designed to meet your specific needs. With a team of experienced professionals, we offer expertise in retirement planning, investment management, family and business protection, tax and estate planning, and long-term care strategies. We are committed to ongoing support, ensuring your financial plan evolves alongside your life changes.As Chartered Financial Planners, we uphold the highest standards of professionalism, maintaining an in-house compliance team to ensure adherence to Financial Conduct Authority (FCA) regulations. Our client-first service is supported by a dedicated client support team and an investment committee that monitors portfolio performance quarterly. We collaborate with trusted business partners, including specialists in tax, law, and risk management, to enhance the depth of our services. Our Chartered status, awarded by the Chartered Insurance Institute (CII), reflects our dedication to continuous development and expert financial advice.
Services
Business Protection
At-Retirement Advice
Investment Management
Family Protection
Tax and Estate Planning
Long Term Care Planning
Highlights and features
- We are Chartered Financial Planners with expertise in retirement, investments, and protection.
- Our advice is independent, based on comprehensive market research.
- We provide tailored strategies built around your unique financial needs.
- Our team offers ongoing support to adjust your plan as life evolves.
- We are authorised and regulated by the Financial Conduct Authority (FCA).
Associations and certifications
- Chartered Insurance Institute (CII)
- Financial Conduct Authority (FCA)
What people say
Excellent independent financial advisors
First class service
Transparent fees structure
Wealth of experience
Knowledgeable and helpful
Services
Business Protection
We design bespoke business protection strategies to safeguard companies against unforeseen events. Our services include key person insurance, shareholder protection, and loan cover, ensuring business continuity. By aligning solutions with your company's unique needs, we protect owners, employees, and stakeholders from financial instability during transitions.
At-Retirement Advice
Our at-retirement advice helps clients transition smoothly into retirement. We offer guidance on pension access options, tax-efficient withdrawals, and income sustainability. With expertise in annuities, drawdown, and inheritance planning, we ensure your retirement income aligns with your lifestyle and long-term goals.
Investment Management
We provide independent investment management tailored to your risk tolerance and financial objectives. Our services include portfolio diversification, tax-efficient investing, and ethical strategies. Through ongoing monitoring and rebalancing, we aim to grow and preserve wealth while adapting to market changes and client needs.
Family Protection
Our family protection services ensure financial security for loved ones through life insurance, critical illness cover, and income protection. We offer tailored policies to cover mortgages, debts, and future needs, providing peace of mind with clear, jargon-free guidance and whole-of-market solutions.
Tax and Estate Planning
We specialise in minimising inheritance tax liabilities and structuring efficient estate transfers. Services include trust planning, gifting strategies, and business succession planning. Collaborating with legal experts, we ensure your assets are protected and distributed according to your wishes while maximising tax efficiency.
Questions
What financial planning services do you offer?
We offer retirement planning, investment management, business and family protection, tax and estate planning, and long-term care strategies tailored to your needs.
Are you regulated by the Financial Conduct Authority?
Yes, JPB Financial Planning is authorised and regulated by the Financial Conduct Authority (FCA) with register number 720238.
How do you ensure advice is tailored to my needs?
We conduct detailed consultations to understand your goals, risk tolerance, and circumstances, creating customised plans reviewed regularly to adapt to life changes.
What areas do you serve?
We provide services to clients across the UK from our Macclesfield office.
What is your approach to investment management?
We use independent, whole-of-market research to build diversified portfolios aligned with your objectives, with ongoing monitoring to ensure performance and tax efficiency.
Can you help with ethical investment strategies?
Yes, we incorporate ethical and sustainable investing options into portfolios, aligning your values with financial goals.
