At JCPI, we like to make your life simpler. We take a problem solving approach to financial planning, offering our clients expert and impartial financial advice and creating a bespoke service that paves the way to a more secure financial future.
We offer advice on
- retirement planning and
- inheritance tax planning and
- we work with both individuals and businesses.
Starting with a no obligation meeting – at our office or in your home or workplace:
- we’ll discuss your needs and concerns, including health, marital status, children and pensions.
- We’ll look at your existing investments, evaluate existing risk levels, costs, charges and performance and consider whether those investments are appropriate for you.
During this discussion we’ll compile your personal portfolio, and once that first meeting is over you’ll receive your personal profile, along with any suggestions we have made during the meeting together with any subsequent fact finding. There’ll be agreed action points in here that can be taken further should you decide to continue working with JCPI.
Our fees are
fixed, fair, realistic and transparent
Once clients decide to place their portfolio with us, we charge a fixed fee that is fair, realistic and transparent. We run valuations, rebalance portfolios, reassess a client’s attitude to risk and make sensible, hardworking investments.