JPB Financial Planning

Reviews, get directions and contact details for JPB Financial Planning

"Local Independent Financial Advisers based in Cheshire, specialising in lifelong financial planning, investment management and retirement/pension advice"

Address: 11 Market Pl, Macclesfield SK10 1EB, UK

Phone: 01625 613940

Website

State: Cheshire East

City: Macclesfield

Zip Code: SK10 1EB

opening times

Monday: 8:30 AM – 5:00 PM
Tuesday: 8:30 AM – 5:00 PM
Wednesday: 8:30 AM – 5:00 PM
Thursday: 8:30 AM – 5:00 PM
Friday: 8:30 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

Update Info

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Reviews

Over the past several years JPB Financial Planning  have given me consistently high standards of advice, support and timely response when needed.

JPB are a small team who are passionate about what they do. Understanding the needs of clients - ensuring investments are safeguarded for growth and future needs. A friendly group, willing to listen, discuss and offer advice without any pressures. Having been with them from the start and with Phil previously, I have no hesitation in recommending them should you be seeking financial planning advice. Easy to talk to and with a wealth of experience from all areas of financial planning, offering clear independent advice tailored around a clients own circumstances.

I have been a client of JPB since they first started trading, Phil has looked after me prior to setting up the business, so I had no hesitation to continue to make use of his services. With his guidance, patience & professionalism my investments have provided a healthy return. If you need someone to trust then JPB are your first and only call required

Phil & Will have been giving me financial advice for many years now, so when they set up JPB Financial Planning I moved across to them. I'm very satisfied with all aspects of their service. They could not be more helpful and friendly into the bargain. I have recommended them to friends on several occasions.

I have been a client of JPB since the beginning and have known Will for many years.  Excellent service and the whole team are always friendly, helpful and approachable.  Even though I now live in the Midlands, I know that I can always contact Will, or one of the team, by phone for assistance or advice.  I would not hesitate to recommend JPB Financial Planning.

My wife and I have been clients of JPB Financial Planning for some years, joining them shortly after the company's creation. They deal with both our personal and family trust matters. JPB has consistently provided a conscientious professional and personal service to the highest degree. I would have no hesitation in recommending them to friends and family.

I have used a number of Financial Advisors over the years and JPB is without doubt the best of them. They always respond to emails quickly and settle any questions promptly. Their advice has always proved reliable and accurate. I have recommended them to a friend and she is also pleased with their service.

I have used JPB since their startup some three years ago and found them to be knowledgeable and professional in all aspects of their work. My parents and I have used JPB and the original founding company of Plan Invest for some forty years and have always been more than satisfied with their advice and financial management.

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Reviews, get directions and contact details for JPB Financial Planning

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