JLM Wealth Management Ltd.
JLM Independent Wealth Management provides Independent Financial Advice (IFA). They work for their clients rather than any specific insurance provider or bank.
- Trust Advice
- Investment planning
- Portfolio Management
- Inheritance tax mitigation
- Business protection advice
- Saving strategies for children
- Pension and retirement planning
- Mortgages and Protection advice
- Long-term care provision planning
- Key Man and Shareholder protection
- School and university fee planning
- Personal & Corporate pension planning
- NEST Pension / Auto-enrolment scheme advice
- Life insurance and critical illness insurance
Locations
Digital Popularity
Social Media
LinkedIn20 Followers
Competitors
We are independent financial advisors based in Oxfordshire, working with clients throughout the UK.
Vance Financial Management provides expert financial advice and management services, specialising in investments, pensions, and retirement planning.
Cotswold Independent Financial Services is a professional and well-established independent financial advisory firm based in Coventry.
Company Details
JLM Wealth Management Ltd. is operated by JLM Independent Wealth Management Ltd and is a Active company incorporated on 1 September 2011 with the registered office located in Hitchin, Hertfordshire. JLM Independent Wealth Management Ltd was registered 14 years ago.
Status
Active
Size
Micro
Directors
2
Age
14 years old
Employees
Unreported
Turnover
Unreported
Total Assets
£873.01K
Cash in Bank
£198.34K
Total Liabilities
-£175.46K