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.
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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.
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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.
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