JLM INDEPENDENT WEALTH MANAGEMENT LTD

Different stages of life will bring different priorities. As Independent Financial Advisers, we can help you build strategies for:

• Pension and retirement planning
• Investment planning
• Portfolio Management
• Key Man and Shareholder protection
• Personal & Corporate pension planning
• Inheritance tax mitigation and estate preservation
• Trust Advice
• Mortgages and Protection advice and reviews
• School and university fee planning
• Planning for long-term care provision
• Saving strategies for children such as Junior ISAs and Child Trust Funds
• 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