We are pleased to announce that our offices are open. Clients new and old will be welcome to come and discuss their financial plans and circumstances. For the continued safety of everybody we have acquired Personal Protection Equipment (PPE), such as face masks, face shields and gloves. We also supply hand sanitisers and surface wipes. And for extra protection we have fitted our interview rooms with protective screens. Of course, we want to remind everyone entering our offices to observe the social-distancing rules of two metres as we want us all to stay safe.

Services

JPA offers a personal service to guide you through planning for your retirement.
We deal with all aspects of financial advice and we can help develop a plan to get you towards your targets.

Protection Needs

As well as this, here at JPA Financial Services, the team ensure that you are kept notified and updated at all times throughout your protection needs process.

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Pension Planning

A pension that may seem right at the time, might later not be so great. We are here to ensure that you can update or change your pension.

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Savings and Investments

Whether you’ve won the lottery or built up a tidy nest egg, you want to make the most of your financial position and invest wisely.

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Wills, Trusts & Estate Planning

Even families and individuals with a relatively moderate level of wealth, now need to plan to ensure that their assets are passed on to their loved ones as efficiently as possible.

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Looking for another service in particular that isn’t listed above? Don’t worry, simply fill out the contact
form below with your query and a member of the team will get back to you as soon as possible.

Submit an Enquiry



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