7+

Years with ListedIn

JLM Wealth Management Ltd Photo

Open Today

08:00 to 18:00

JLM Wealth Management Ltd

 

Tel: 01462455655

21a Churchyard, Hitchin, Hertfordshire, United Kingdom

Business Overview

Friendly Independent Financial Adviser (IFA) company dealing with all aspects of pensions, savings & investments. We pride ourselves on our transparent & clear approach to communication & investment.

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Products and Services

  • Pension planning - Money Purchase and Final salary
  • New Pension Freedoms Advice
  • Pension consolidation
  • SASS and SIPP
  • Savings and Investments
  • ISAs
  • Unit Trusts
  • OEICs
  • Bonds
  • SEIS and VCT schemes
  • Planning for retirement
  • School Fee and University Fee Planning
  • Inheritance Tax Planning
  • Trust and family office work