Achieving life's financial goals doesn't just happen - it has to be planned. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. Our relationship-based service means we put you firmly at the centre of everything we do, whilst having the support and backing of St.James's Place.
JPS Wealth Management Ltd provides a wide range of services to individuals and businesses in the South of England. Our emphasis is on maintaining a long-term relationship with our clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
The services we provide include:
- Investment Management (Capital investment as well as Regular Savings)
- Inheritance tax planning
- Protection (life, critical illness, income protection, Business protection, Key person cover, Private Medical Insurance etc.)
- Retirement planning- (including reviewing all private pensions, setting up New Personal or Group Pensions, Annuities, Drawdown etc.)
-Tax Efficient Investments
The value of an investment with St.James's Place will be directly linked to the performance of the funds your select and the value can therefore go down as well as up. You may get back less than you invested.
Initial meetings are provided to clients without obligation and I welcome clients or professional partners to contact me via the details given below...
JPS Wealth Management Ltd
14A Montpelier Place, Brighton, BN1 3BF.
Tel-01273 030770
Mobile- 07879 013946
Email- jayna.shah@sjpp.co.uk
website- www.jpswealthmanagement.co.uk
Trusts are not regulated by the Financial Conduct Authority.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St.James's Place representatives.
SJP Approved 18/02/2025
Company Details
- Employees
- 3
- Founded
- -
- Address
- 20 Norfolk Terrace, Brighton,east Sussex Bn1 3lz,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- jpswealthmanagement.co.uk
- Keywords
- Tax Efficient Specialist Investments, Estate Planning, Retirement Planning, Inheritance Tax, Investing For Growth, Income Protection Insurance, Critical Illness Protection, Whole Of Life and Level Term Assurance, Tax Efficiency and Allowances, Money Purchase and Drawdown Pensions, Trusts and Gifts Planning, Private Medical Insurance, IHT Liabilty and Calculations, Wealth Management.
- HQ
- Brighton, East Sussex
- Competitors
- Amanah Wealth Management LLP, Edenwood Wealth Management, Harnhill Wealth Management Limited, Kocab Wealth Management, Vine Wealth Management Ltd, London Wealth Management Ltd, Brighton Capital Management, Oakway Wealth Management Ltd, Senior Partner Practice of St. James's Place, Beck Wealth Management Ltd, Freedom Wealth Management - A trading style of Freeman Financial Ltd.
Jps Wealth Management Ltd Questions
Jps Wealth Management Ltd's website is jpswealthmanagement.co.uk
Jps Wealth Management Ltd's LinkedIn profile is https://uk.linkedin.com/company/jps-wealth-management-ltd
Jps Wealth Management Ltd has
3 employees.
View email and phone details for 3
employees at Jps Wealth Management Ltd.
Jps Wealth Management Ltd's industry is
Financial Services
Jps Wealth Management Ltd's top competitors are
Amanah Wealth Management Llp,
Edenwood Wealth Management,
Harnhill Wealth Management Limited,
Kocab Wealth Management,
Vine Wealth Management Ltd,
London Wealth Management Ltd,
Brighton Capital Management,
Oakway Wealth Management Ltd, Senior Partner Practice Of St. James's Place,
Beck Wealth Management Ltd,
Freedom Wealth Management - A Trading Style Of Freeman Financial Ltd.
Jps Wealth Management Ltd's categories are Financial Services
Jps Wealth Management Ltd's founding year is 2014
