Due to Government advice, our offices will be closed until 13th April although most staff will endeavour to continue working from home. Please understand that any instructions received will be subject to the resources available at both JPA and our product providers. We appreciate that this is frustrating for both our staff and our clients so would ask for your patience while we all get through this difficult time. 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