JPB Financial Planning Ltd is a privately owned firm of Chartered Independent Financial Advisers. We are based in Macclesfield, Cheshire, and advise clients across the UK. Get in touch today to find out how we can help you achieve your goals. JPB Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales (Company Number 9703725).
FCA registration number 720238. If you cannot settle a complaint that you have with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS). You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the appropriate data protection requirements.
You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.
FCA registration number 720238. If you cannot settle a complaint that you have with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS). You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the appropriate data protection requirements.
You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.
Services
Based in Macclesfield, Cheshire, but with clients across the UK, the business specialises in all areas of financial planning and offers a service that is bespoke to each individual or corporate client.
This may cover retirement planning, designing and managing individual investment portfolios, protecting family, dependants or business interests and estate planning.
As Independent Financial Advisers we are not tied to one, or a number, of providers; we diligently research the whole market and we provide bespoke advice that matches each client's personal circumstances.
This may cover retirement planning, designing and managing individual investment portfolios, protecting family, dependants or business interests and estate planning.
As Independent Financial Advisers we are not tied to one, or a number, of providers; we diligently research the whole market and we provide bespoke advice that matches each client's personal circumstances.
How to turn your pension savings into an income for life.
There are many things to consider as you approach retirement.
It's good to start by reviewing your finances to ensure your future income will allow you to enjoy the lifestyle you want.
The earlier you.
Turning growing pains - into long-term gains.
With many of us living longer, you may be thinking about how you can support your family at the moments that matter.
Sharing your wealth during your lifetime - especially with younger generations facing the.
There are many things to consider as you approach retirement.
It's good to start by reviewing your finances to ensure your future income will allow you to enjoy the lifestyle you want.
The earlier you.
Turning growing pains - into long-term gains.
With many of us living longer, you may be thinking about how you can support your family at the moments that matter.
Sharing your wealth during your lifetime - especially with younger generations facing the.
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