JTM Financial Services

About

A friendly & professional company, providing high quality, whole of market financial advice to our clients.

Story

JTM Financial Services Ltd was incorporated on 17 November 2004 as a private limited company. The Company was formed to take forward the servicing of the client banks of several established Introducer firms.

We are committed to treating our clients fairly and welcome any feedback to help us improve our service. JTM Financial Services Ltd is directly authorised by the FSA and is licenced to give investment advice. The Company is located in Ferndown Dorset.

Our policy is always to deliver best advice for the client. We take pride in providing independent, whole of market financial advice. We are committed to treating our customers fairly and welcome any feedback to help us improve our service.

A strength of the Company lies in the synergy of the diverse yet complementary skills and experience of the five Directors & staff. The Company FSA number is 422520 and all our permissable activities can be viewed on the FSA website at www.fsa.gov.uk/. The Company registration number at Companies House is 5289553.

Mission

JTM Financial Services is committed to the provision of a high quality service combined with the desire to build a long and mutually rewarding relationship with its clients. JTM ’s consultants help clients take the appropriate decisions for their personal investment profiles. By being a wholly independent advisory service we can meet clients needs from an extensive range of well established financial institutions and portfolio managers.

Products

We offer Whole of Market advice on:
>Maximising Tax Efficiency
>Pensions
>Investments
>Life Assurance
>Critical Illness and Income Protection