JPM Group

Business Details

21 Years

experience

Trusted Financial Advisers in Halesowen

Established in 2005, we have grown from a small team of four to over 20 dedicated professionals serving clients across General Insurance, Financial Services, and Pensions. Our founding directors bring decades of industry experience, specialising in pensions, retirement planning, and commercial property investments. We prioritise long-term client relationships built on honesty, integrity, and competitive pricing. As an FCA-authorised firm, we deliver impartial advice tailored to individual and corporate needs, leveraging an extensive range of products.

Our holistic approach ensures comprehensive solutions for financial goals, supported by a team renowned for expertise in insurance and pensions. We maintain strict regulatory compliance while fostering trust through transparency and professionalism. Our local roots and community involvement reflect our commitment to understanding client needs. With a proven track record, we combine technical expertise with personalised service to exceed client expectations.

Services

Financial Planning Pension Reviews Investment Management Business Protection Workplace Pensions Life Insurance Critical Illness Cover Tax Planning Estate Planning Commercial Insurance

Details

Year established: 2005

Highlights and features

We are FCA-authorised with 30+ years of combined director experience
Our independent status ensures unbiased, tailored financial solutions
We specialise in complex pension and retirement planning strategies
Dedicated team for workplace pension compliance and corporate benefits
Proven track record serving both individual and business clients

Associations and certifications

Financial Conduct Authority

Website

Update Listing

Services

Financial Planning

Our financial planning service creates customised strategies for individuals and businesses. We analyse current financial positions, future goals, and risk profiles to develop comprehensive plans covering retirement, tax efficiency, and wealth preservation. With FCA-regulated advice, we ensure compliance while maximising returns through diversified investment options. Our experienced advisers provide ongoing support to adapt strategies as circumstances change.

Pension Reviews

We conduct thorough pension reviews to optimise retirement outcomes. Our specialists assess existing pension arrangements, identify gaps, and recommend improvements. Services include state pension maximisation, workplace pension optimisation, and self-invested personal pension (SIPP) strategies. We provide clear projections and actionable recommendations to help clients achieve their retirement goals while maintaining regulatory compliance.

Commercial Insurance

Our commercial insurance solutions protect businesses against operational risks. We offer tailored coverage for property, liability, and business interruption. Specialised expertise includes veterinary insurance and commercial property purchases through pension schemes. Our approach combines risk assessment with cost-effective solutions to safeguard business assets and ensure continuity during unforeseen events.

Investment Management

We provide strategic investment management for individuals and institutions. Our services cover ISAs, unit trusts, bonds, and offshore investments. We create diversified portfolios aligned with risk tolerance and financial objectives. Regular performance reviews and market analysis ensure optimal growth while maintaining compliance with FCA regulations and client-specific requirements.

Workplace Pensions

Our dedicated team manages workplace pension schemes for businesses. We handle auto-enrolment compliance, scheme selection, and ongoing administration. Services include employee education, contribution optimisation, and regulatory reporting. We help employers meet legal obligations while providing valuable retirement benefits to staff through tailored pension solutions.

People

Andrew Windsor

Founding Director

With over 30 years in financial services, Andrew specialises in pensions and retirement planning. He established JPM's insurance division and holds level 4 qualifications. His expertise includes commercial property investments through pension schemes and tax-efficient strategies.

Andy Bullingham

Founding Director

Andy brings 25+ years of insurance experience, specialising in veterinary and commercial business insurance. As a leading local insurance expert, he focuses on delivering fair pricing while managing JPM's growth and community initiatives.

Questions

What financial services do you offer?

We provide financial planning, pension reviews, investment management, business protection, workplace pensions, life insurance, critical illness cover, tax planning, and commercial insurance solutions.

Are you regulated by the FCA?

Yes, JPM Insurance Advisers Ltd is authorised and regulated by the Financial Conduct Authority (FCA) under reference number 445837.

How do you approach client relationships?

We build long-term relationships based on honesty, integrity, and competitive pricing. Our process involves understanding client needs through detailed consultations before providing tailored solutions.

What areas do you serve?

We primarily serve clients in Halesowen, West Midlands, and surrounding areas, with both individual and business clients across the UK.

What qualifications do your advisers hold?

All our financial advisers hold level 4 qualifications and maintain ongoing professional development to ensure expert, up-to-date financial guidance.

Can you help with workplace pension schemes?

Yes, we have a dedicated team managing workplace pensions including auto-enrolment compliance, scheme selection, employee education, and regulatory reporting for businesses.

Reviews (4)

Write a Review

Peter Griffiths

Jun 30, 2021 Report

JPM have taken care of my business insurance for a while now.
Ive found that the Team were very professional. I was reassured that the cover was correct which made me feel secure and comfortable. Additionally the cost savings were important. I recommend that you give them a try.

Joe Billingham

Jun 28, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
Recently dealt with JPM for a couple of different insurance policies and they were really professional and got together the correct insurance protection I required in a timely fashion with no question left unanswered

Stu Bennett

Jun 23, 2021 Report

JPM were recommended to me when I set up my own business. It was the first time I had needed to arrange this kind of insurance and needed to ask a lot of questions. Dealing with Wes was great, always available to speak to me and happy to answer questions. I received a very professional service from JPM and always felt confident I was in safe hands.

Ry Mc

Apr 01, 2021 Report

Used JPM for my business’ for the first time this year and they’ve been incredible from start to finish. Had the answers to all questions. Would recommend 100x over! Thank you.
Ryan Midlands Home Cure Supreme Spray UK