What our clients say
This is just a small sample of what our clients say.
I have worked with a variety of Financial Advisers over the years who have rarely delivered on their promises. JM IFA Ltd. are different. They do what they say, when they promise to do it. They are approachable, easy going and have never let me down. They have developed an investment strategy which meets my needs and takes account of my conservative attitude to risk. I have been delighted with the results and look forward to working with them for years to come.
Luckily I was involved with JM both pre- and post retirement though I do wish I had been in touch earlier. They have seamlessly maximised my financial affairs and hence future fiscal security as well as minimising any potential future tax exposure.
There is a regular face to face overview but also easy access by telephone or email should anything untoward arise. Their research and constant analysis impresses. JM have consistently exhibited a clear personal focus on my needs-both current an future-and I have every trust and confidence in their competence and integrity.The proof lies in the ever upward bottom line.
I have since recommended JM to both friend and family.
I first met James many years ago in his role as a financial adviser with the BMA. Not being au fait with finance I had been signed up for various schemes and plans over the years and at our first meeting James immediately identified several areas where I go save money and use my savings more effectively. Since then he has meticulously managed my finances with great success.
James is passionate about his job, always professional and cares about his clients, ensuring the same level of service he would expect for his own family. Despite my limited knowledge of all things financial he is determined to educate me and ensure I understand the rationale for every decision.
James’s own knowledge and experience are extensive and I would highly recommend him to anyone seeking financial advice.
James of JM IFA has been looking after my financial needs for 8 years. He tailored my portfolio exactly in accordance with my needs through assessing my attitude to risk and my long term goals. My portfolio is proactively managed and I feel it is critical to point out that not only have I had excellent growth but more importantly, during the 2011 financial crisis when the markets were collapsing, my losses would have been far worse had my money not been looked after so well. It did not take too long for James to recoup the losses I had suffered through his expertise and knowledge of flourishing markets.
James is the perfect mix of being fun to talk with and professional to work with. Whilst I was on the board of directors of Spinal Injuries Scotland he was offering advice to members of the charity and donating his commission to the trust.
I could not give a higher recommendation to JM IFA and look forward to many more years of working together.