A managed investment strategy is vital to ensuring success. Investment markets are now truly global and the range of choices available to investors can now be overwhelming to some.

At JM IFA Ltd we will devise a bespoke strategy which takes account of your attitude to risk, and using the latest technology we can identify the appropriate investment funds and asset allocation to satisfy all requirements.

A diversified investment portfolio can now be managed easily and effectively within a single ‘wrapper’ which makes for easier administration and better access to portfolio information and valuations. Ongoing improvements in online technology have resulted in more efficient investment processes, and instant access to portfolio valuations is now a standard feature in most of the current investment solutions.

We make sure that you receive regular reviews and investment advice. It’s vitally important to ensure that your investments are closely monitored and tailored to suit your individual preferences.

At all times we will find the most tax efficient solution to meet your needs – taking into account income tax, capital gains tax and inheritance tax.

Other services which may be of interest

We provide a comprehensive and personalised service for you with a free initial consultation. Our financial planning services also include:-

The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Some forms of tax planning are not regulated by the Financial Conduct Authority.