JM IFA Ltd is an independent financial adviser, located in the West End area of Edinburgh. We specialise in advising private clients throughout Scotland. Everything within our business revolves around our clients, and having effective communications with them at all times. Always accessible, we are passionate about what we do and how we do it - we care about our clients and our aim is to form long term relationships.
Our business continues to grow through recommendations and referrals, and that's the way we like it. Our independent status means that we're free to choose from the entire financial services marketplace and deliver bespoke, innovative advice solutions for our clients. Our approach to providing financial advice is straightforward.
Our business continues to grow through recommendations and referrals, and that's the way we like it. Our independent status means that we're free to choose from the entire financial services marketplace and deliver bespoke, innovative advice solutions for our clients. Our approach to providing financial advice is straightforward.
Services
James has almost 30 years experience in the Financial Services sector and has been advising clients for over 15 years. Having previously worked for Standard Life for 16 years, he then became an Independent Financial Adviser working with 2 of Edinburgh's top advisers prior to setting up JM IFA Ltd in 2014.
JM IFA Ltd is truly independent. We are not tied to any bank, building society or investment house, so you can be sure we're making decisions that are in your best interest. We aim to provide a service and advice that's clear, concise, well researched and tailored to your individual needs and circumstances.
Planning for retirement is one of the most important investment decisions. The choices you make today will determine the lifestyle you will have in the future, so excellent independent advice is essential to consider and compare all of the options available to you. Pension legislation is continually evolving and as a result the options available are constantly changing.
A managed investment strategy is vital to ensuring success. Investment markets are now truly global and the range of choices available to investors can now be overwhelming to some. At JM IFA Ltd we will devise a bespoke strategy which takes account of your attitude to risk, and using the latest technology we can identify the appropriate investment funds and asset allocation to satisfy all requirements.
In this day and age, helping protect your hard earned wealth is an integral part of any financial plan. Increasing numbers of people are becoming impacted by this tax mainly due to the fact that the IHT threshold has hardly increased in recent years, even though a boom in house prices has seen many people accumulate large estates, making families more likely to face an IHT bill in the future.
Reviews
Be the first to review JM Independent Financial Advisers.
Write a Review
