JPB Financial Planning

JPB Financial Planning is an independent financial advisory firm based in Macclesfield, Cheshire. The team provides financial planning services to assist clients in managing their finances.
  • Tax planning
  • Investment management
  • Independent financial advice
  • Personalised financial planning

Size
Small
Phone
01625 613940
Email
Available in Endole App
Locations
11 Market Pl, SK10 1EB
01625613940
9:00 - 17:00
Digital Popularity
Social Media
Competitors
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Jacksons
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Consilium Financial Services Ltd
Consilium Financial Services Ltd is an experienced team of financial advisers providing tailored financial advice to both businesses and individuals.
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
JPB Financial Planning is operated by JPB Financial Planning Limited and is a Active company incorporated on 27 July 2015 with the registered office located in Macclesfield, Cheshire. JPB Financial Planning Limited was registered 10 years ago.

Status
Active
Size
Micro
Directors
3
Age
10 years old
Employees
11
Turnover
Unreported
Total Assets
£393.39K
Cash in Bank
£392.94K
Total Liabilities
-£209.55K

Director • British • Lives in England • Born in Jan 1964
Director • British • Lives in England • Born in Jun 1980
Director • British • Lives in UK • Born in Apr 1980
PW Merlin Limited
PSC
Teams
All
4
Finance
4
Consulting
4
Financial Planner • Joined Jan 2024
Paraplanner • Joined Dec 2018
Chartered Financial Planner • Joined Feb 2020
Financial Planner • Joined Mar 2023
Financial Planner • Joined Jan 2024
Paraplanner • Joined Dec 2018
Chartered Financial Planner • Joined Feb 2020
Financial Planner • Joined Mar 2023
Financial Planner • Joined Jan 2024
Paraplanner • Joined Dec 2018
Chartered Financial Planner • Joined Feb 2020
Financial Planner • Joined Mar 2023