About JPA Financial Services Ltd

We believe fully independent financial advice with access to all potential solutions is the way that clients can truly benefit.
We are a small team of qualified professionals with nearly 200 years’ combined experience in the financial services industry. Our knowledge and experience creates a collective wisdom, which is the cornerstone of our unique service.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Estate planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • School fees planning

  • Business:
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

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