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JPB Financial Planning Limited

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Macclesfield, United Kingdom

jpbfinancialplanning.co.uk
Financial planner· Financial consultant· Investment service· Financial Services· Financial institution

JPB Financial Planning Limited Reviews | Rating 4.9 out of 5 stars (5 reviews)

JPB Financial Planning Limited is located in Macclesfield, United Kingdom on 11 Market Pl. JPB Financial Planning Limited is rated 4.9 out of 5 in the category financial planner in United Kingdom. Independent Financial Advisers based in Macclesfield, Cheshire, specialising in lifelong financial planning, investment management, tax planning and retirement advice.

Address

11 Market Pl

Phone

+44 1625613940

Company size

11-50 employees

Headquarters

Macclesfield, England

Founded

2016

Service options

Online appointments

Amenities

Toilets

Open hours

...
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Alexander Shaw

JPB organised my pension, life insurance and permanent health insurance - and I was delighted with their service. Phil Jones conducted a review of our financial position, income, assets and aspirations. He was professional yet friendly. JPB were then able advise me on the most suitable products for myself and my family. I couldn't recommend Phil and his team enough.

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Christian Kershaw

I have recently moved over to JPB from a London based corporate and have found the process thorough , professional and well communicated - so whilst early days i have a very clear understanding of the investment strategy and costs.

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zoe marriott

Fantastic service from Phil. He took time to listen and understand our circumstances before giving really clear advice that will benefit us going forward. Highly recommend Phil and his team.

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Stephen Fisher

JPB are a small team who are passionate about what they do. Understanding the needs of clients - ensuring investments are safeguarded for growth and future needs. A friendly group, willing to listen, discuss and offer advice without any pressures. Having been with them from the start and with Phil previously, I have no hesitation in recommending them should you be seeking financial planning advice. Easy to talk to and with a wealth of experience from all areas of financial planning, offering clear independent advice tailored around a clients own circumstances.

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Andrew Opelt

We went to JPB for pensions advice, specifically with growth in mind for a pension. JPB are polite, professional and knowledgeable but JPB services are self-excluding to our aim which is to build growth in our pension pot. To explain: the risk scale goes from one to ten. One being the lowest level risk and ten being the most risky. After doing a risk assessment if you are a one on the scale then it points to a very conservation and safe approach to investments, with low returns. If you are a ten on the scale it points to a much more cavalier high risk approach, but the returns “could” be significantly higher. JPB only offer pension portfolios within the risk bands 3 to 7. Excluding the very safe, and excluding the very risky. This approach did not suit us.

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