WE WILL FIND A SOLUTION TO SECURE YOUR FINANCIAL FUTURE
At JLM Independent Wealth Management, we pride ourselves on being a truly independent financial advisory firm, working solely in the best interests of our clients. With years of experience in the financial industry, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Our principles are built on transparency, integrity, and a relentless commitment to delivering exceptional service.
Our Services
As independent financial advisors, we offer a wide range of services designed to help you achieve financial freedom. From pension and retirement planning to investment planning, portfolio management, and key man and shareholder protection, we can help you build strategies tailored to your unique needs. Whether you're looking to plan for the future, protect your loved ones, or grow your business, we're here to guide you every step of the way.
How We Are Paid
At JLM Independent Wealth Management, we believe that your financial advisor should work for you, not for the insurance provider or bank. That's why we're paid directly by you, our client, for our services. This means that our advice is unbiased and tailored to your specific needs, not influenced by commission-based products.
Where We Can Help
At various stages of life, different priorities emerge. As independent financial advisors, we can help you navigate life's transitions and build strategies for:
- Pension and retirement planning
- Investment planning
- Portfolio Management
- Key Man and Shareholder protection
- Personal and Corporate pension planning
- Inheritance tax mitigation and estate preservation
- Trust advice
- Mortgages and protection advice
- University fee planning
- Long-term care provision
- Saving strategies for children
- 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 you make the most of your finances and provide a secure future for yourself and your loved ones.
