Business Details
23 Years
experience
Independent Financial Advisers in Coventry
Established in 2003, Jalapeno UK is an independent financial advisory firm based in Coventry, Warwickshire, dedicated to delivering unbiased, client-centric financial solutions. Our team of experienced professionals specialises in crafting tailored strategies for private individuals and corporate clients, focusing on retirement planning, mortgage services, investment management, and protection. As an appointed representative of 2plan Wealth Management Ltd, authorised and regulated by the Financial Conduct Authority, we prioritise transparency, expertise, and long-term relationships.With over two decades of industry experience, we combine technical proficiency with a commitment to treating clients fairly, ensuring clarity in complex financial decisions. Our approach begins with a complimentary initial consultation, followed by ongoing support to adapt strategies as life circumstances evolve. Client testimonials highlight our dedication to professionalism, accessibility, and delivering measurable results, reinforcing our reputation as a trusted partner in financial planning.
Services
Retirement Planning
Mortgage Advice
Investment Management
Corporate Financial Planning
Protection Services
Pension Consolidation
Inheritance Tax Planning
Employee Benefits
Critical Illness Cover
Equity Release
Details
- Year established: 2003
Highlights and features
- We offer over 20 years of combined experience in financial planning and mortgage advice.
- Our strategies are tailored to individual client needs, with a focus on long-term goals.
- We are regulated by the Financial Conduct Authority, ensuring compliance and trust.
- Our holistic approach integrates retirement, investment, and protection planning seamlessly.
- Client testimonials highlight our responsiveness, expertise, and jargon-free communication.
Associations and certifications
- Financial Conduct Authority
What people say
Professional and conscientious
Sound investment advice
Patient and thorough explanations
Responsive to client needs
Successful long-term partnerships
Services
Retirement Planning
We develop tailored retirement plans considering individual goals, risk tolerance, and tax efficiency. Our FCA-regulated advisors assess current pension provisions, recommend consolidation options, and implement drawdown strategies. Clients benefit from regular reviews to adapt plans as circumstances change, ensuring sustainable income throughout retirement.
Mortgage Advice
Our specialists guide clients through mortgage selection, from first-time purchases to Buy to Let portfolios. We assess affordability, source competitive products across the market, and manage applications. Fees are transparent, with options for standard and complex cases. We also provide protection advice to safeguard mortgage commitments against life events.
Investment Management
We create diversified investment portfolios aligned with clients' risk profiles and financial objectives. Using robust analytical tools, we monitor performance and rebalance as needed. Our approach combines capital growth with income generation, focusing on tax-efficient vehicles like ISAs and offshore bonds to maximise long-term returns.
Corporate Financial Planning
We assist business owners with strategic financial planning, including employee benefits, succession planning, and tax-efficient profit extraction. Our services integrate with accountants and legal advisors to provide holistic solutions, ensuring business continuity and personal financial security for owners.
Protection Services
We design protection strategies to safeguard clients against critical illness, income loss, and life events. This includes term assurance, income protection, and private medical insurance. Policies are tailored to individual circumstances, ensuring adequate coverage without unnecessary costs.
People
Craig Bonsor
Director and Independent Financial Advisor
With over 30 years in financial services, Craig established Jalapeno UK in 2003 after leading roles at major insurers. He specialises in technical pension advice and retirement planning, prioritising client trust and service excellence. His career spans both corporate and personal financial strategy development.
Adrian Middup
Independent Financial Advisor
A qualified advisor since 2016, Adrian focuses on asset protection, tax-efficient investing, and retirement planning. His background in education enables clear communication of complex financial concepts. He combines technical expertise with a client-focused approach to long-term financial planning.
Rosalind Cooper
Mortgage and Protection Advisor
With 25 years in financial services, Rosalind has specialised in mortgages since 1998. She offers whole-of-market advice, tailoring solutions to individual needs. Her experience includes supporting clients through complex mortgage journeys, including first-time purchases and Buy to Let investments.
Belinda Stowe
Practice Manager
Belinda oversees operational efficiency with 30 years in financial services. Her career includes roles at Stoneleigh Investments and Coventry Building Society. She ensures seamless back-office support, enabling advisors to focus on delivering exceptional client service while maintaining regulatory compliance.
Joanne Starkey
Paraplanner
Joanne provides research and report-writing support for retirement planning, pension transfers, and investment analysis. Holding the Diploma in Financial Planning, she utilises advanced software to model scenarios and support advisors in delivering data-driven recommendations to clients.
Questions
What financial services does Jalapeno UK offer?
We provide retirement planning, mortgage advice, investment management, corporate financial planning, protection services, and inheritance tax strategies.
Are Jalapeno UK's services regulated?
Yes, we are an appointed representative of 2plan Wealth Management Ltd, authorised and regulated by the Financial Conduct Authority.
How much does mortgage advice cost?
Our fees start at £449 for standard mortgages, with portfolio Buy to Let costing £999. Adverse credit cases are £749.
Do you offer corporate financial planning?
Yes, we advise business owners on employee benefits, pension schemes, and corporate protection strategies tailored to their needs.
Can Jalapeno UK help with retirement planning?
We specialise in creating custom retirement strategies, including pension consolidation and income planning, to ensure financial security.
