Welcome to J.A. Financial Planning Ltd

J.A. Financial Planning are committed to building and sustaining long-term client relationships extending generations. Our aim is to ensure you have financial peace of mind for you and your family by taking a holistic and generational approach to financial planning.

Promotions

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Testimonials

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From the start, Jak has been extremely professional and courteous at all times. He has been very helpful and informative in all our meetings and has answered all our questions promptly. Jak has guided us expertly and has given advice inheritance tax/issues. I have already recommended Jak to others a...
Catherine & John Mason, Teacher & Dentist

SJP Approved 27/12/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

J.A. Financial Planning Ltd is registered in England and Wales, Number 13561147. Registered Office: 31 Carnoustie Close, Fulwood, Preston, PR2 7ER.