Searching for the right pension option? We can help you plan your savings for a long and happy retirement and when you reach retirement help you choose the right income option for you. If you are unsure how to save and invest for you and your family's future, we can help with tax efficient savings and provide ethical investment advice if needed.
Careful planning and expertise on how to protect your wealth against inheritance tax and strategic succession planning. Whether you're a first-time buyer, on the move or planning to re-mortgage, we can source the best mortgage option for you. Authentic, independent advice on a wide range of personal and business planning including life, critical illness and income protection.
Careful planning and expertise on how to protect your wealth against inheritance tax and strategic succession planning. Whether you're a first-time buyer, on the move or planning to re-mortgage, we can source the best mortgage option for you. Authentic, independent advice on a wide range of personal and business planning including life, critical illness and income protection.
Services
Pension and Retirement Planning
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Everyone needs the long-term financial security of a pension and it is never too early or late to start planning for your retirement, whatever stage you are in your working life.
We will help you choose the right pension plan to meet your needs and advise on a realistic contribution strategy to ensure your pension income lasts for your lifetime and, if anything should happen to you, make sure your dependants receive your pension pot in a tax efficient way.
We will help you choose the right pension plan to meet your needs and advise on a realistic contribution strategy to ensure your pension income lasts for your lifetime and, if anything should happen to you, make sure your dependants receive your pension pot in a tax efficient way.
Savings and Investments
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Whether you're seeking income or growth from your savings and investments, our team of independent financial advisers are here to help. Initial discussion, during which we will establish your attitude to risk and reward and your capacity for loss. This will help to ensure that the type of investment you are entering into meets your needs.
Mortgages
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Choosing the right mortgage is one of the biggest decisions you will ever make, which is why you need assistance from a mortgage adviser with more than 20 years' experience of the sector. As independent whole of market independent advisers, we can provide advice on a wide range of products available to the intermediary market, sourced via online access to the UK's major market providers.
Protection Plans
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Life assurance and protection plans are vital if you have a mortgage, are employed or run your own business and whether or not you have dependents. Protection needs change throughout our lifetime and JNFP can offer clients across all age groups peace of mind that their loved ones will be looked after should the unexpected happen.
Estate and Inheritance tax
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Protecting wealth against inheritance tax plays an important role in any long-term financial plan. JNFP offer independent, comprehensive advice on how to take advantage of the most tax-efficient and effective strategies to manage and protect your estate. We can help you use trusts to pass money to loved ones to remove some of your wealth from your inheritance tax bracket.
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