services - Call us on 01384 918158

our Services

JPA offers a personal service to guide you through planning for your retirement.
We deal with all aspects of financial advice and we can help develop a plan to get you towards your targets.

Financial Planning

Never before has managing your money and planning your financial future been as important as it is today - but most people find it hard to know where to start. At JPA, we believe that it starts with discovering what’s really important to you in life – whether it’s your family, your business – or even exciting goals that you have for the future.

Whatever ambitions and plans you have, our proven ‘financial life planning’ services are helping people just like you.

Inheritance Tax

In the past, inheritance tax (or ‘IHT') planning used to be an activity confined to the very rich. However, growing affluence means that this is no longer the case.

Even families and individuals with a relatively moderate level of wealth, now need to plan ahead to ensure that their assets are passed on to their loved ones as efficiently as possible.

Savings and Investments

Whether you've won the lottery or built up a tidy nest egg by saving on a regular basis, you want to make the most of your financial position and invest it wisely. Simply leaving it in a bank or building society account is not always the most fruitful option.

With guidance from our independent financial advisers, you'll be able to understand, compare and make informed decisions about the diverse range of investment products which exactly match your personal circumstances and preferences.

Pensions

It is really important that you review your pensions on a regular basis to ensure you are taking advantage of the best options for you. We know that many people have a number of personal pension pots from various schemes that never get looked at. 

We have a pension review service that will give you unrestricted guidance on your pensions and whether or not you should be doing anything with them. 

Life Cover

Whether your are looking to provide a financial safety net for your loved ones, making sure the mortgage is repaid, moving house, need to top up your cover, or as a first time buyer arranging life cover for the first time.

JPA, Independent Financial Advisers in Kingswinford can help you choose the right type of cover and get a great deal too.

Mortgages

A lot of people choose fixed rate mortgages for a period of time and then forget about them. It can be very beneficial to review your mortgage to see if you are getting the best deal.

If you would like one of our highly qualified and independent advisers to review your mortgage then please get in touch.