Who we help

Our experience shows us that when it comes to money, people worry most about protecting their family, planning their retirement, and passing money to the next generation.

We work with generations of families, individuals and business owners, helping them to optimise their financial arrangements so that these worries are taken care of.

We listen intently to where you are now, where you want to be, and design a personal financial plan to help you live your best life.

The plan might include advice on an ISA, a pension or life insurance, but they’re just part of the solution. It’s your overall goal that's important. We're here to help you as you progress through it, making adjustments as your life and needs change.  

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The people we work with

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Individuals

Often, by the time clients come to us for financial advice, they find themselves with a collection of separate financial products, but no idea about how much they have, or what they can afford.

They might be harbouring dreams of retiring early, taking a year off, or splashing out on a new car or property, but they’re just not sure if they they should.

We can gather the information about the financial products you have and make sense of everything for you. 

Clients who work with us often end up finding that they have more than enough. This helps them to see how they might be able to achieve the things they've been dreaming of. And in some cases, start achieving them sooner than they planned!

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Families

It's understandable that people often defer real planning earlier in life when they're building a career and raising a family.

This isn't always the best way. 

By the time they have a chance to stop and consider things there can be a number of issues to think about: tidying up existing policies, planning for retirement, inheritance tax planning – or all of the above!

We work with generations of families, helping them to optimise their finances at all stages of their life. We're experts in seeing the opportunities that can often exist between generations, whether it's grandparents to parents, or parents to children. 

We also often act as a sounding board for issues that might not seem as if they’re connected with finances, but which can often affect your financial plans.

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Business owners

Starting a business can be tough, but we can help you ensure that everything is set up securely. You won’t get a product pitch from us – instead we’ll find out everything there is to know about your aspirations for your business and your future.

We’ll then explain the options that are most suitable for you. This might include a workplace pension for your team and protection to cover your key people if they become ill.

If you’re already up and running, we can help to make sure your financial arrangements are fully optimised.

Perhaps you’re thinking of selling? If so we can help you identify the amount you need to sell your business for so that you can start to live your best life.

 
 
 

Mission statement

We want to help families to reach their goals and live the best life possible by working closely with them to achieve financial confidence.

 
 
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“I can't change the direction of the wind, but I can adjust my sails to always reach my destination.”

Jimmy Dean, Singer

 
 
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Contact us

 

give us a call on 020 8953 6677 or send us an emaiL at enquiries@jjfs.com