JLM Independent Wealth Management offer friendly and professional Independent Financial Advice (IFA). We are based in Hitchin, Hertfordshire and cover the surrounding areas, including Stevenage, Letchworth, Luton, Saffron Walden, Bishops Stortford, Cambridge, Royston, Buntingford, Ampthill and Flitwick.
We also have an office in Wimbledon, from which we are able to cover all areas of London. Our principal, Rory Joseph, is well known in the Herts, Bucks and Beds area, as for his monthly slot on BBC 3 Counties Radio, where he dispenses advice on all aspects of money and financial planning, ranging from retirement planning to savings and investment.
We also have an office in Wimbledon, from which we are able to cover all areas of London. Our principal, Rory Joseph, is well known in the Herts, Bucks and Beds area, as for his monthly slot on BBC 3 Counties Radio, where he dispenses advice on all aspects of money and financial planning, ranging from retirement planning to savings and investment.
Services
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.
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