JLM INDEPENDENT WEALTH MANAGEMENT LTD

On receiving an enquiry we will arrange a preliminary meeting with you. The purpose of the first meeting is to establish your current situation, to discover and understand your objectives and also to agree how we would be paid for our services should you choose to instruct us. There is no charge for this meeting and no obligation on either side.

 If you are happy with what we offer and wish to proceed, our service is fee based. We want our clients to have the confidence that we are giving unbiased professional advice, rather than being biased towards selling a product that might pay commission. Please click here to see our Initial Disclosure Document for a more detailed explanation of how we work.

We are able to adapt our service and fees to suit your needs. You may wish to opt for one of our Financial Planning packages offering a choice in the level of service you will receive. In some situations, we may be able to offset some or all of our fees through commission paid by the product provider, if you wish.

At all times, we will ensure that you are fully aware of any costs involved, before a commitment is made.

If you are either unsure about your financial future or too busy to make the arrangements you know to be important, don’t put off getting the help you are going to need.

 Get in touch and we can work out the most suitable solution for you.

JLM Independent Wealth Management Ltd is an appointed representative of The Whitechurch Network Ltd, which is authorised and regulated by the Financial Services Authority.

This website is approved by The Whitechurch Network Ltd (FSA Registration No: 190859). All contents of this website are deemed to be correct as at the last site update. We have made great efforts to ensure the accuracy of the information provided and do not accept any responsibility for errors or omissions.

The Financial Services Authority does not regulate taxation advice, trust advice, schools fees planning, National Savings, some forms of offshore investments, some forms of buy to let mortgages, commercial loans, loans and overseas mortgages. The guidance contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.

The value of your investments can go down as well as up and you may not get back the full amount invested.