J.A. Financial Planning is a company built on strong family values. These values are evident in the long-term care of our clients and their families. The approach to financial planning is one that is based on a long-term relationship built on trust, honesty and utmost integrity. This long-term relationship extends to a generational approach by ensuring loved ones are always considered for the future plans.

We have your best interest at the heart of everything we do. We value the face-to-face meetings and direct contact with you to ensure we take the time to really get to know you and your family and understand your goals, objectives and aspirations.

Our priority is to ensure that you clearly understand the path to your destination and our responsibility is to be on the journey with you by tailoring that journey specifically for you.

You will benefit from the extensive knowledge and expertise we have. Our holistic approach to financial planning means you will be comfortable knowing all areas will be covered to tailor a solution for you.

At J.A. Financial planning, we are specialists in financial planning in the following areas: Inheritance Tax/Estate Planning, Retirement Planning, Investment Advice, Protection Advice and Intergenerational Planning. We also specialise in public sector pension schemes such as: Teachers' Pension Scheme, NHS Pension Scheme, University Superannuation Scheme and the Local Government Pension Scheme. 

We are committed to fully understanding your needs and tailoring the solutions to you. We understand the nervousness surrounding finances generically and take a friendly and warm approach to ensure you are comfortable and we strive to build the trust as well as to maintain it.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.