About JPA Financial Services Ltd

In our experience people don’t know who to turn to when it comes to finances.We can help.
We make it easier for you to understand:Pensions, Investments, Life insurance, Tax and Estates planning needs.We have over 100 years combined experience and offer whole of market independent advice.We believe that successful financial planning is about the client and not the product.
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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