Our services

Our specialist areas of financial advice

JM IFA Ltd is truly independent. We are not tied to any bank, building society or investment house, so you can be sure we’re making decisions that are in your best interest.

We aim to provide a service and advice that’s clear, concise, well researched and tailored to your individual needs and circumstances.

Regulated and authorised by the Financial Conduct Authority (FCA), we offer products from the whole market; and we will advise and make recommendations only after we have comprehensively assessed your needs and priorities. Our specialist areas of financial advice include the following:

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