Business Details
20 Years
experience
Your Trusted Partner for Financial Planning Solutions
Established in 2006, Jpm Asset Management has built a reputation for delivering practical financial planning advice to individuals, families, and businesses across Reading and the surrounding area. Our approach prioritises client needs, focusing on tailored financial plans that address individual circumstances. With decades of combined experience, our team of certified professionals specialises in investments, savings, mortgages, and protection, leveraging both traditional expertise and modern technology. We maintain authorisation from the Financial Conduct Authority, ensuring adherence to rigorous regulatory standards.Our commitment to transparency, ethical practices, and community engagement underpins our long-term client relationships. By combining personal service with industry-leading qualifications, we aim to provide solutions that align with evolving financial goals. Regular client communication and a focus on education help demystify complex financial concepts. Our track record of navigating economic challenges demonstrates resilience and adaptability. We actively seek to simplify financial decision-making while maintaining a forward-thinking perspective on market trends.
Services
Protection
Mortgages
Pensions
Auto Enrolment
Wills
Details
- Year established: 2006
Highlights and features
- We have over 15 years of experience in financial planning.
- Our client-centric approach ensures tailored financial strategies.
- We hold FCA authorisation for regulatory compliance.
- Our team includes Chartered Insurance Institute diploma holders.
- We combine personal service with modern technology solutions.
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
We create customised financial strategies aligned with individual goals. Our holistic approach covers investments, pensions, and tax-efficient solutions. Clients benefit from ongoing reviews and expert guidance to adapt to life changes.
Pension Advice
We help clients optimise pension arrangements through FCA-regulated advice. Services include workplace pension reviews and tax-efficient withdrawal strategies. Our expertise ensures compliance with evolving regulations while maximising retirement income.
Mortgage Solutions
We provide impartial mortgage advice covering residential and buy-to-let options. Our process compares market offerings to find competitive rates. Clients receive guidance on affordability assessments and long-term repayment strategies.
Protection Planning
We assess clients' protection needs through comprehensive reviews. Services include life insurance, critical illness cover, and income protection. Our recommendations ensure adequate financial safeguards for dependants and businesses.
Auto Enrolment
We assist businesses with compliance for automatic enrolment duties. Our services cover pension scheme selection and employee communications. We provide ongoing support to meet regulatory requirements and employee needs.
People
James Meston
Co-Founder
With 30 years in finance, James co-founded JPM in 2006 after corporate roles. He specialises in strategic financial planning and client relationship management. His approach combines technical expertise with personal service.
Paul Milnes
Co-Founder
Paul established JPM with James in 2006. Holding multiple financial qualifications, he focuses on pension and investment strategies. His career spans corporate and private client advisory roles since 1986.
Questions
What financial services do you offer?
We provide financial planning, pensions, mortgages, protection, and auto enrolment services. Our FCA-regulated advice covers both personal and corporate clients.
How are your services different?
We combine client-centred planning with modern technology. Our approach focuses on long-term relationships and tailored solutions rather than generic products.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority under reference 453251.
What if I have a complaint?
Contact us directly via email or phone. If unresolved, you may refer complaints to the Financial Ombudsman Service at financial-ombudsman.org.uk.
