JPB Financial Planning Limited - Macclesfield

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JPB Financial Planning Limited: A Trusted Financial Guidance Partner

Located at 11 Market Pl, Macclesfield SK10 1EB, JPB Financial Planning Limited stands out as a prominent financial advisory firm in the United Kingdom. With a dedicated team offering a range of financial services, this company has carved a niche for itself by providing professional, responsive, and personalized financial planning. The firm's address is conveniently accessible, featuring a wheelchair-accessible car park and toilet, ensuring that all clients, including those with mobility needs, can access their services comfortably.

Key Features:

• Professional Financial Planning: JPB Financial Planning excels in offering comprehensive financial planning services tailored to individual client needs.
• Client-Centric Approach: Known for their responsiveness and friendly demeanor, the staff at JPB Financial Planning go above and beyond to ensure customer satisfaction.
• Online Appointments: Recognizing the convenience of digital communication, the firm offers online appointment booking, making it easier for clients to schedule meetings.
• Accessibility: The office is equipped with facilities that cater to clients with disabilities, including a wheelchair-accessible car park and toilet.

Location and Contact Information:

JPB Financial Planning Limited is strategically positioned at 11 Market Pl, Macclesfield SK10 1EB, United Kingdom. Clients can reach out to the firm via phone at 1625613940 for immediate assistance or to schedule an appointment. The company's website, jpbfinancialplanning.co.uk, serves as a comprehensive resource for clients seeking more information about their services and how to get started with financial planning.

Services Offered:

The firm specializes in a variety of financial services, including but not limited to:

• Financial Planning: Crafting bespoke financial plans to help clients achieve their long-term goals.
• Financial Consulting: Providing expert advice on investment strategies, retirement planning, and wealth management.
• Investment Services: Offering a range of investment options to suit different risk profiles and financial aspirations.

Client Reviews and Ratings:

JPB Financial Planning Limited has garnered a commendable reputation, evidenced by 28 reviews on Google My Business. The average opinion is an impressive 4.8/5, reflecting the high level of satisfaction among their clientele. Clients have praised the firm for its professionalism, responsiveness, and the exceptional customer service provided by its staff. Many have expressed their intention to recommend JPB Financial Planning without hesitation, citing the company's commitment to meeting and exceeding client expectations.

Additional Points of Interest:

Beyond its core services, JPB Financial Planning stands out for its thoughtful amenities. The office ensures a welcoming environment for all clients, with facilities like a wheelchair-accessible car park and toilet, demonstrating a commitment to inclusivity. Moreover, the firm's willingness to offer online appointment services underscores its adaptability to the evolving preferences of its clientele.

Recommendations for Those Interested:

For individuals seeking reliable financial guidance, JPB Financial Planning Limited emerges as a top choice. Their dedication to personalized service, combined with a comprehensive suite of financial services, positions them as a trusted partner in navigating the complexities of personal finance. Potential clients are encouraged to explore their website for detailed information on services, fees, and the process of becoming a client. Given the high average rating and numerous positive reviews, prospective clients can feel confident that JPB Financial Planning is equipped to address a wide array of financial needs.

In summary, JPB Financial Planning Limited is a distinguished financial advisory firm in the UK, renowned for its professional approach, client-centric services, and commitment to accessibility. With a strong online presence and a physical location that caters to diverse needs, they offer a robust platform for individuals and families to plan and secure their financial futures. The combination of expert financial consulting, a wide range of investment services, and exceptional customer service makes JPB Financial Planning an invaluable resource for anyone looking to enhance their financial well-being.

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👍 Reviews of JPB Financial Planning Limited

Margaret W.

5/5

JPB Financial Planning are a highly professional company who are very responsive to their clients' needs. All the staff are friendly and approachable and go the extra mile to ensure excellent customer service. We have been clients since inception and recommend them without hesitation.

Stephen F.

5/5

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.

Stephen A.

5/5

Its been a very hard year to say the least. I lost both my parents within 6 months of each other. Having never been through this process it was very challenging. Powers of attorney, two probates, a Will, a house to clear and sell, Care home fees, funeral fees etc. At least i didnt have the added pressure of dealing with mum and dads assets and investments and what to do with them. Will Beighton was fantastic. We came up with a plan and nothing was too much trouble. He would always answer his phone and if he was in a meeting he would always get back to me. In times of AI and chatboxes it was great to speak to someone. Cant recommend JPB highly enough. Stephen West Yorkshire

Gill M.

5/5

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.

Steve B.

5/5

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

Alexander S.

5/5

JPB organised my pension, life insurance and permanent health insurance - and I was delighted with their service.

Phil Jones conducted a review of our financial position, income, assets and aspirations. He was professional yet friendly. JPB were then able advise me on the most suitable products for myself and my family.

I couldn't recommend Phil and his team enough.

Mike &. T. T.

5/5

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.

Rosalind R.

5/5

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.