Over the last 12 years we have developed into what is now an eleven adviser firm that continues to go from strength to strength. With clients from Cornwall to Inverness we are delighted to cover all parts of the United Kingdom.
We believe that providing a professional but personal service is essential in today’s ever-changing and often confusing world of Financial Services and its 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 200 years, there are very few scenarios that we have yet to encounter and our aim is to simply to do all we can to ensure that you meet your goals.
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 largely been built 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.
All of our clients can have a live 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 at the top of the page to log in if you already have your details.
Whilst providing accurate live information is extremely important, we strongly believe that websites can’t advise people fully on their own personal financial situations. 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. Through regular review meetings we will always ensure that you are aware of how things are progressing and you can let us know of any relevant changes.
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.
We are proud to support both Local and National Charities, Institutions and Events. If you believe we can help you with this then please do get in touch.