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Associate Firm

We are delighted to confirm that JEM Financial Planning Limited’s application for Associate Firm with the Society of Mortgage Professionals has been successful.

 

Being an Associate firm demonstrates our commitment to a set of core professionalism principles and Code of Ethics.  It symbolises the Society's efforts to deliver a ‘united profession’ approach to building public trust in the sector helping to elevate the importance and value of professional mortgage advice and services.

New Joiners

We are delighted to have added two more highly experienced, fully qualified Independent Financial Advisers to our ranks.  Simon Richards joined us in December 2020 and Tony Rees at the start of 2021.  We are certain that they will both be valuable additions to JEM Financial Planning Limited and wish them both every success.

December 2020 Update

As you may already know we as a firm have grown tremendously over the last 10 years and have now expanded to the degree that we have advisers throughout Gloucestershire, Worcestershire, Warwickshire and the West Midlands in general.  It therefore seemed an appropriate time to change from what was a sole trader firm, to a Limited Company.  As per everything in life this wasn't as simple as you may imagine and actually involved creating a whole new company with a whole new authorisation through the FCA.  We are really pleased to confirm that this has now all been concluded and the new firm, JEM Financial Planning Limited received its authorisation on the 1st of October 2020.

We will be contacting everyone in due course but please be assured that the change in name will have no impact on your relationship with us and the level of service which you currently receive.

FCA Register

We would like to make everyone aware that the FCA Register is in the process of being removed and replaced with a new Directory in 2021.  We have been told that there will be a period of time where there is slight disruption, so please contact us with any queries regarding this.

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JEM Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority with the Reference Number 930071
Registered in England and Wales as Limited Company no.12553739  Registered address; 3 Tythe Road, Broadway, Worcestershire WR12 7EZ