With offices located in Broadway, Draycott, Stourbridge, Chipping Campden, Worcester, Stratford upon Avon, Gloucester along with one in Kenilworth we are perfectly located to serve Gloucestershire, Worcestershire and Warwickshire. JEM Financial Planning Limited is the continuation of the original JEM Financial Planning that was originally launched by Jonathan Magee back in April 2010. Over the last 11 years we have developed into what is now a nine adviser firm that goes from strength to strength.
We believe that providing a professional but personal service is essential in today’s ever-changing and sometimes confusing world of Financial Services and products.
All of us at JEM Financial Planning, strongly believe that we can offer the right service for you, your family and your business, providing a wide range of effective and bespoke solutions. With a combined industry experience of more than 160 years, there are very few scenarios that we have yet to encounter and our goal is to simply to do all we can to ensure that you meet your goal.
We are, and always have been both fiercely independent and whole of market, meaning that we have no direct ties to any investment house, mortgage lender, insurance company or product provider. This simply means that we can make the best possible recommendation to you without any outside influences.
JEM Financial Planning Limited has been built up on the strong foundations of clients that have been personally referred to us and we believe that nobody at any stage in their life should be excluded from receiving good quality advice.
We ensure that all of our advisers and staff are qualified to advise in their area of expertise and that they continue to maintain exceptionally high professional standards through our own ongoing training and development regimes.
Using the internet to its full potential, all of our clients can have an online view of their financial affairs and a chance to communicate securely with us using their own secure private messaging service. This service is available 24 hours a day, 7 days a week and can be accessed from home computer or mobile device. Please contact us if you would like more information on this, or simply use the button on the left hand side this page to log in if you already have your details.
Whilst providing accurate live information is extremely important, we believe that websites can’t advise people fully on their financial situations, and nor should they. When dealing with people's finances a personal touch is our priority, giving the chance to both identify and evaluate your own personal needs, circumstances and goals and thus ensuring that nothing is missed.
Starting with an initial meeting, which is always held at our own expense, we will be with you every step of the way through your financial journey. We look forward to hearing from you and helping you both now and in the years to come.