Inheritance tax

Welcome to JM Independent Financial Advisers (IFA) Ltd.

JM IFA Ltd is an independent financial adviser, located in the West End area of Edinburgh. We specialise in advising private clients throughout Scotland. Everything within our business revolves around our clients, and having effective communications with them at all times. Always accessible, we are passionate about what we do and how we do it – we care about our clients and our aim is to form long term relationships. Our business continues to grow through recommendations and referrals, and that’s the way we like it.

Our independent status means that we’re free to choose from the entire financial services marketplace and deliver bespoke, innovative advice solutions for our clients. Our approach to providing financial advice is straightforward. We provide friendly, clear, jargon free, transparent advice to develop strategies that are both cost effective and appropriate for our clients ongoing needs and requirements.

We provide a comprehensive and personalised service, with a free initial consultation. Our financial planning services include: