JPS Wealth Management Ltd

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