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.
Business protection helps protect a business financially if a key person or business owner dies or is diagnosed with a critical illness.
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.
Depending on your circumstances, as a UK taxpayer you may find your income, savings and estate subject to a range of taxes.
JTM Financial Services is committed to providing the best outcome for its clients invested funds.
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.
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.
Probate & Estate Services
Our thorough, friendly and professional approach will provide the peace of mind required to relieve the stresses of probate and executorship.
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.