JM-Wealth - Financial Planning based in Neath
7 London Road, Neath Port Talbot Principle Area, United Kingdom
About JM-Wealth - Financial Planning based in Neath
Welcome to JM-Wealth, your premier financial planning institution, located in the heart of Neath, United Kingdom. Our establishment is conveniently located at 7 London Road, SA11 1HB, making it a point of interest for all your finance needs.
We offer a wide range of financial planning services for individuals and businesses. Our experienced team of professionals is dedicated to providing sound financial advice customized to meet your financial goals. We specialize in investment planning, retirement planning, estate planning, tax planning, and much more.
At JM-Wealth, we understand that everyone's financial situation is unique, which is why we approach each case with a personalized plan that caters to the specific needs of our clients. Our commitment to excellence and personalized approach has made us stand out from our competitors and has earned us a reputation as one of the best in the business.
Our team of professionals is highly skilled and knowledgeable, with years of experience in the financial planning industry. We pride ourselves on our ability to deliver innovative solutions that exceed our clients' expectations. We take a consultative approach to financial planning, which means we work closely with our clients to ensure that they fully understand their financial options and have complete confidence in the decisions they make.
At JM-Wealth, we are committed to providing exceptional service, and our goal is to build long-lasting relationships with our clients. We believe in transparency, honesty, and open communication, which is why we always keep our clients informed throughout the financial planning process. We understand that trust is essential in the financial planning industry, and we strive to build trust with each of our clients.
If you are looking for a financial planning institution that offers comprehensive financial solutions, look no further than JM-Wealth. Contact us today to schedule a consultation with one of our experienced professionals and take the first step towards securing your financial future.
Photos of JM-Wealth - Financial Planning based in Neath
7 London Rd, Neath SA11 1HB, United Kingdom
Opening hours of JM-Wealth - Financial Planning based in Neath
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of JM-Wealth - Financial Planning based in Neath
"Paul has been nothing more than helpful and knowledgeable throughout a difficult time with Tata pension. Could not decide who to trust and was very stressed out by a year of indecision. I have now retired through ill health but knowing that Paul is in control of finances I feel safer. You call in any time at the office and he puts you at ease with his friendly demeanor and professional attitude. Welldone"
"Paul Morris at JM Wealth helped me deal with my Pension Transfer . He was very generous with his time and knowledge. Patiently explained all the different options available, and helped the process go smoothly . Explained things clearly and very professionally and answered all my questions in a way I could understand . He is always easy to get in touch with if I need help or information and I would definitely recommend JM Wealth to anyone needing sound and professional financial advice ."
"Paul has been my financial advisor at JM Wealth since he started there and for at least 15 years before he even joined them. He is always professional and knowledgeable on the investments he advises on. Paul never makes me feel uncomfortable or stupid if I don't fully understand the policy wording in some of my investments. He has helped me to make the most of my money and if I have any questions about anything financial he has always been able to help me . I trust his advice implicitly and I would never deal with anyone else."
"Been looked after by Paul from Jm Wealth for 18 months and I appreciate his professional, dedicated and friendly approach to his work. There’s always a warm welcome on arrival and would highly recommend this business to anyone."
"I am more than happy with the help and advice I have received from Paul in JM Wealth. Not knowing really anything about managing finances, I was guided thoughtfully and personally to choosing the right investments that I would feel secure and content with. My 93 year old mum also was helped kindly following the death of my father. Would absolutely recommend JM Wealth to anyone looking for a financial company offering personal and knowledgeable advice. Jane from Abergavenny"
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