Welcome to JPA Financial Services Ltd.

 

We are a team of highly qualified advisers based in Kingswinford, West Midlands and we are directly regulated by the Financial Conduct Authority.

JPA are here to help you make the right decisions about your pensions, savings and investments.

We use solutions from the whole of the market to best meet your financial priorities and needs.

The money we manage is not our money – it’s our clients past and their future. They trust JPA with their financial future and we value that trust and the responsibility that comes with it above all else.

Submit an Enquiry



    You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

    Opening Hours

    Monday to Friday – 9 am – 6 pm

    Out of office hours and weekends by appointment only

    We love happy clients…

    John has been my personal financial adviser for many years. He has looked after my pensions and investments giving me and my family peace of mind. I would recommend John and JPA Financial Services Ltd to anyone. These are people you can trust to look after your finances.

    Steven L (Wolverhampton)

    Over the years that I have known Paul Towers-Evans , I have found him to be one of the most honest, knowledgeable and helpful people I have ever met and would give the highest recommendation to any third party.

    Brian H (Enville)

    Scott Saxby assessed my current needs and requirements and advised accordingly taking full account of my views regarding risk factors etc. He was very clear and detailed when necessary and answered all questions and concerns without at any time making me feel pressured.

    Gill

    I have known Scott Stackhouse as my financial adviser since 2004. I have always found him to be honest and trustworthy, hence I have recommended him and the services he provides to a number of people with whom I work.

    Mrs Karen Harrison

    Ravi's a very presentable and friendly character who explains things clearly. He seems very knowledgeable on pensions which is why I contacted him in the first place and I will be proceeding with Ravi for further advice.

    John - Bromsgrove

    I feel Nicholas is an honest straight -forward person who is very helpful to sort of person like myself who has a small amount of knowledge about financial investments. He makes me feel he is trustworthy when giving me financial advice.

    Ava Phelps

    My husband and I approached Ashvin some years back with a hugely complex financial conundrum which included investments, Court of Protection issues, Wills, tax, buy to let and shares in a company. We thought our financial affairs were beyond anyone but a huge corporate body which would charge crippling fees and eventually leave us out of pocket.

    Ashvin Patel proved us wrong.

    His down-to-earth, no-nonsense attitude and friendly, approachable manner eased our minds and we knew instantly that our finances were in very safe hands. He guided us through the maze of the investment world, company law, Court hearings, tenant issues and much more with a firm but kind hand and did so in a way which left us not only feeling assured but also that we had gained valuable knowledge to carry us into our financial future.

    We are still clients of Ashvin and always look forward to meeting up with him knowing he'll always be by our side advising on our next venture. It goes without saying that we highly recommend Ashvin Patel as an outstanding financial adviser...He does exactly what it says on the tin.

    Donna & John - Walsall

    I have known Ashvin Patel for over thirty years in a professional and personal capacity. Throughout this period, he has advised us on insurance policies, investments, pensions, mortgages and other financial matters. He has an acute understanding of the workings of financial markets. He works with exceptional tenacity, zeal and pace. He relishes challenge, works to tight deadlines and takes pride in delivering the best possible deal for his client. He makes the impossible happen, but without ever compromising on his professional standards.

    At a personal level, he has been more than willing to accommodate our special needs, making home visits when necessary. Otherwise, he remains admirably accessible, replying immediately to queries. He takes the trouble to understand his client as fully as possible before devising a personalized financial plan.

    Over the years, there is no doubt, Ashvin has given us high quality reliable advice at times when it has been most critically needed. We have been so much the better for it. He is, in summary, a fine person and a great and trustworthy financial adviser.

    Ranjit (CBE) - Birmingham

    I just wanted to say, personally, how absolutely delighted I am to be moving to such a lovely house as Priors Court. There is no way a year ago that I could possibly have expected this to happen and it’s down to you that we managed this. You’ve been amazing at exploring the options and working so hard to secure us a really great deal. I’m in awe of your abilities and incredibly grateful to you that you’ve secured us a wonderful family home after a decade in private rental, which has been quite stressful for the whole family as we have moved time and time again as landlords decided to sell up and so on.

    We certainly couldn’t have done this without you and we’re so thankful that we were put in touch with you. You’re a miracle worker - I never thought we would even get a mortgage, far less one for the huge amount you secured for us. This move will improve our family life so much and provide the security we’ve lacked this past decade, so we are very thankful to you indeed.

    We would wholeheartedly recommend you to anyone else who was looking to secure a good deal on a mortgage. You’ve done an incredible job for us and we’re over the moon with the new house. And if we decide to buy another property at any stage, we will certainly contact you as our first port of call.

    Katharine - Oxford

    We first visited Ashvin a number of years ago. It was at a time when we wanted to get serious about pensions, mortgages and savings. Over the years he has advised us through some life changing decisions with his typical ‘can do’ attitude. He works hard in the background to get the best results and presents them in a relaxed and uncomplicated way. When we were working, that meant going to see him often after the office closed but he has always been welcoming and never hurried us to make a decision.

    He has also advised our son and daughter and they have also appreciated Ashvin’s calm and informed approach to help them through their financial planning. So it looks as if we will be keeping Ashvin busy for a long time yet!

    Dave & Lynn - Stafford