As Sutton Coldfield's longest-established firm of independent financial advisers, we have a huge amount of knowledge and experience, and have assisted hundreds of people, from across the Midlands and Staffordshire, to achieve their financial goals, over more than 25 years of advising clients.
The reason for our long history of success? We are trusted financial experts who always look after our clients exactly as we would want to be looked after ourselves - impartiality, honesty and integrity. We are dedicated to examining and improving our knowledge and processes in relation to financial planning; investing; tax and estate planning, and everything we learn is then shared and used for the benefit of our clients via our unique financial planning blueprint, JFM Smart-Plan and supported by our unique investment process, JFM Smart-Invest.
Trust, dependability, experience and continuity are all essential factors to consider when choosing your adviser. Our many years of experience and proud history are what give new and existing clients the confidence to put their trust in us. We will care more about you and helping you achieve your financial goals than any other firm of financial advisers.
We specialise in looking after families, professionals and business owners, assisting them to build up, make use of and safeguard their savings and investments and we will also frequently act as the planning “hub” between clients, their solicitors and accountants. We know our clients circumstances better than anyone else and so we make sure nothing is missed.