#6 Our Wealth Management service gives financial advice tailored just for you
We take a holistic approach to financial planning ensuring that your goals become a reality
We understand that your wealth management needs are as individual as you are. As well as being experts in what we do, we are truly impartial; meaning we have no hidden ties to particular product providers or services. It lets us be objective and select the most appropriate solutions for your financial goals, so that we can provide new and effective solutions tailored just for you.
Personal financial planning
We take the time to understand what matters to you and your family most, to build a comprehensive picture of your financial position and develop a long-term relationship that enables us to recommend the appropriate adjustments to your financial planning strategy.
Wherever you are on life’s journey, we can build a financial plan together that is flexible and achievable, meaning you’re ready for whatever life throws at you.
Corporate financial planning
We understand that as a business owner or director your focus is on building a solid financial framework that enables your business to strengthen and grow.
Our experts work in conjunction with other professional advisors, including accountants and solicitors, to help you implement the right strategies and financial measures to ensure that happens.
Our commitment to you
JLA Wealth is regulated by the Financial Conduct Authority (FCA), and we are proud to work within a regulated environment that prioritises the interests of our customers.
Our independent advisors have satisfied the rigorous criteria relating to professional qualifications and ethical good practice. You can, therefore, be confident that you are dealing with one of the UK’s leading firms.
We are wholly committed to providing you with the best possible advice, service and support.