Welcome

Welcome to JB Wealth Management. Our aim is to take the hassle out of running Group Employee Benefit Schemes, including pensions, income replacement, death in service and healthcare.

Why use us?

  • We have a number of advisers, each with over ten years’ experience
  • We do the hard work - we research, implement and oversee employee schemes
  • We offer each employee the option of a one-to-one personal financial review, to discuss their pension and/or other financial options, plus regular update meetings
  • We pride ourselves on our efficiency and our personal approach
  • We work with companies ranging from 10 to 2000 staff
  • We work in a range of industry sectors, including engineering, architecture, marketing and sales
  • We have a track record of reducing staff complaints regarding schemes, as we aim to help run them efficiently, minimise errors and explain everything clearly
  • We aim to enhance the perceived value of your benefits package
  • Some level of staff turnover is unavoidable, and leavers and new recruits inevitably generate additional work. JB Wealth Management aims to help take this weight off your shoulders

Why use employee benefits?

  • Staff retention is key to the success of any business
  • Well run employee benefit schemes are proven to reduce staff turnover
  • Good benefits packages help you compete with other employers

We are friendly, professional advisors whose aim is to cut through the jargon and give company managers sound, sensible advice and reduce the hassle in running Group Schemes.

JB Wealth Management Ltd is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/register). FSA Registration No: 118513

The Financial Services Authority does not regulate National Savings, Cash ISAs, or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

JB Wealth Management Ltd
Trading Address:
41 The Broadway
Cheam
Surrey
SM3 8BL

JB Wealth Management Ltd
Registered Address:
8-10 South Street
Epsom
KT18 7PF
Registered in England and Wales, No. 01347949

Neither JB Wealth Management Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.