JPB Financial Planning Ltd is a privately owned firm of Chartered Independent Financial Advisers. We are based in Macclesfield, Cheshire, and advise clients across the UK. Get in touch today to find out how we can help you achieve your goals. JPB Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales (Company Number 9703725). FCA registration number 720238. If you cannot settle a complaint that you have with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS). You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the appropriate data protection requirements.
Registered in England and Wales (Company Number 9703725). FCA registration number 720238. If you cannot settle a complaint that you have with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS). You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the appropriate data protection requirements.
Services
Based in Macclesfield, Cheshire, but with clients across the UK, the business specialises in all areas of financial planning and offers a service that is bespoke to each individual or corporate client. This may cover retirement planning, designing and managing individual investment portfolios, protecting family, dependants or business interests and estate planning.
How to turn your pension savings into an income for life. There are many things to consider as you approach retirement. It's good to start by reviewing your finances to ensure your future income will allow you to enjoy the lifestyle you want. The earlier you. Turning growing pains - into long-term gains.
Reviews (10)
Debra Bookbinder
Dec 07, 2021
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My first foray into shares and couldn't have wished for better hand holders. Whilst it was humbly suggested a combination of good timing, my strong commitment to ethical investing and a willingness to accept risk were major factors, none of this would have come together to produce such a staggeringly good performance if JPB hadn't sprinkled their experience, knowledge and expertise dust so heavily in my direction. Ethical, diverse, open. Even I can cope with finance when they manage to make it interesting!
Alexander Shaw
Nov 03, 2020
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JPB organised my pension, life insurance and permanent health insurance - and I was delighted with their service.
Phil Jones conducted a review of our financial position, income, assets and aspirations. He was professional yet friendly. JPB were then able advise me on the most suitable products for myself and my family.
I couldn't recommend Phil and his team enough.
Phil Jones conducted a review of our financial position, income, assets and aspirations. He was professional yet friendly. JPB were then able advise me on the most suitable products for myself and my family.
I couldn't recommend Phil and his team enough.
Zoe Marriott
Sep 18, 2020
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Christian Kershaw
Jun 29, 2020
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Jeremy Haughton
Dec 16, 2019
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Rosalind Revill
Dec 01, 2019
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I have been a client of JPB since the beginning and have known Will for many years. Excellent service and the whole team are always friendly, helpful and approachable. Even though I now live in the Midlands, I know that I can always contact Will, or one of the team, by phone for assistance or advice. I would not hesitate to recommend JPB Financial Planning.
Hilary Read-Griffiths
Aug 14, 2019
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Very good, clear communication and advice, with clear figures to back up investment recommendations. Good "plain speak" to explain options and current financial terms. Quick, helpful responses to queries, and friendly, focused home visit for setting up the business relationship. Regular reviews factored in.
Stephen Fisher
Jun 30, 2019
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JPB are a small team who are passionate about what they do. Understanding the needs of clients - ensuring investments are safeguarded for growth and future needs. A friendly group, willing to listen, discuss and offer advice without any pressures. Having been with them from the start and with Phil previously, I have no hesitation in recommending them should you be seeking financial planning advice. Easy to talk to and with a wealth of experience from all areas of financial planning, offering clear independent advice tailored around a clients own circumstances.
D. Aka Foschi & A. Tiddly Bit Of Livesley
Jun 29, 2019
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Excellent independent financial advisors who also make a fine cup of tea! Youth and energy abound but that is tempered with cautious and sound advice that we have total faith in. Avoid the corporate 'big boys' and let a small and individual firm get to work with your assets. In particular they have a very transparent fees structure and are most certainly worlds away from St James Place,
Gill Millward
Jun 09, 2019
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Phil & Will have been giving me financial advice for many years now, so when they set up JPB Financial Planning I moved across to them. I'm very satisfied with all aspects of their service. They could not be more helpful and friendly into the bargain. I have recommended them to friends on several occasions.
