JNJ Financial Management

read moreJNJ Financial Management Ltd was established in 1984 and offers you a totally independent and impartial, wealth management service, based on high quality, personal service and bespoke solutions. We provide specialist knowledge, skills and expertise in wealth management, all aspects of investment, portfolio management services, pre and post retirement advice and tax planning, particularly inheritance tax mitigation. Amongst the many spheres of our work, we can advise you on, arrange for you, or manage on your behalf, all types of pension arrangements and a variety of different investment propositions.

read moreWhether you are at the stage in your life when you are thinking about building your retirement pot for the future, or you would like some advice on possibly consolidating some of your existing pension arrangements (pre or post retirement), or you would like advice on how to actually take your benefits, now that you have accumulated the retirement funds you feel you need, then JNJ Financial can help you, with friendly expertise and specialist knowledge. For a FREE COPY of our comprehensive guide ‘Consolidating Your Pensions - Things You Should Consider Before Transfer', then simply complete your details below.

read moreWe work to help you establish a balanced range of investments to suit your short, medium and long term needs. We have to understand your ambitions, in terms of capital growth or income and your precise attitude to risk. Tax issues also come into almost every investment decision, as do inheritance issues. Getting this process right takes detailed technical knowledge of markets and opportunities, plus an instinct for what is right for you. In a volatile investment climate, it pays to seek guidance from people who are not only expert but completely independent and consistently reliable.

read moreBased on extensive feedback, our clients (and indeed those professional advisers who introduce us to their own clients), believe our most reassuring qualities are our absolute independence, reliability, and attention to detail. We continually aim to deliver a personal service of consistently high quality and indeed we strive for excellence in everything we do. We bring these values to the way in which we deliver all of our services. Whether we are advising on investment portfolios, retirement issues, tax planning, financial matters relating to divorce, trusts, wills or inheritance tax mitigation planning, you can be sure we know our subject and will explain things clearly.