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Retirement Planning
Planning for and managing a secure and happy retirement is almost certainly one of the most important goals that your financial adviser can help you with.
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Business Owners
Business protection helps protect a business financially if a key person or business owner dies or is diagnosed with a critical illness.
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Employee Benefits
JTM offer a comprehensive range of Employee Benefits, we research the whole of the market which help keep rates competitive, whilst fulfilling your business needs.
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Tax Planning
Depending on your circumstances, as a UK taxpayer you may find your income, savings and estate subject to a range of taxes.
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Investments
JTM Financial Services is committed to providing the best outcome for its clients invested funds.
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Protection and Insurances
Ensuring that you and your family are properly protected is a true cornerstone of the financial planning process and advice is essential to ensure you have suitable plans in place.
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Inherited Wealth
The question of how to use inherited money can be a difficult one. It is common to feel an increased sense of responsibility to use wealth inherited from a loved one wisely.
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Probate & Estate Services
Our thorough, friendly and professional approach will provide the peace of mind required to relieve the stresses of probate and executorship.
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Ethical, Social & Governance
Environmental, Social and Governance (ESG) factors continue to form an increasing part of our everyday lives as the impact and harm of past (inattention/neglect/failures/indifference) becomes clearer.