We offer a complimentary consultation and the purpose of this is to identify your personal needs and objectives, establish what benefits would result from using our services, outline our associated costs and give you the opportunity to appoint us.
This process begins once we have your agreement on the strategy to be put in place. This may involve arranging investments or acquiring products on your behalf or simply implementing a specific financial planning process, such as tax or estate planning.
An ongoing review service has always been integral to our business as we believe that it can add significant value to both individuals and businesses. The purpose of this is to develop our planning strategies over time to take into account your changing circumstances and objectives as well as developments in economic conditions or legislation (taxation etc).
With over 95 years experience and knowledge we can offer you unbiased financial advice from the whole market place.
Based in Kingswinford in the West Midlands we are able to provide consultations in the comfort of your home or place of work locally and county wide.
Whether you are looking for advice on investing, retirement planning or a new mortgage, we are in an excellent position to help you. Whatever your goals we can help.
Started his career as a Financial Adviser in 1985 and together with Paul founded JPA Financial Services Ltd in 2009. The goal was simple: to develop an Independent Financial Adviser company to provide quality yet affordable financial advice for everyone. JPA Financial Services Ltd is all about our clients and their families.
Has worked in financial services since 1976 and has seen both turmoil and change. His experiences have been invaluable when providing solutions and strategies to his clients in order to provide a secure financial future.
Has worked in financial services since 2002 and has worked with both private clients and commercial clients. He believes that clear and regular communication, and the undertaking of a holistic view to financial planning are the keys to building strong and successful long term relationships with clients.
Began his career in financial services in 2001, he provides a clear, friendly and professional service to ensure clients achieve their financial objectives. Acting in the clients best interests at all times has helped him build long lasting relationships based upon integrity and trust.
For over two decades Scott has dedicated himself to helping people gain a full understanding of their financial situation so they can better achieve their life's goals and aspirations.
Paul began his career in financial services in 1983 and his clients have benefitted from his advice through the generations. He believes that the foundation of his clients' financial success is firmly seated in looking after the basics and is keenly aware of value and pricing when it comes to planning solutions for his clients.
Ravi has dedicated many years to helping his customers achieve what they want. He believes that the core principles of honesty and integrity are the foundations for putting the customer at the heart of everything he does.
