Welcome

Welcome to JB Wealth Management.

We specialise in helping companies support their employees by giving them support and advice when it comes to managing their finances – retirement options are a speciality, but we also provide advice on investments, life assurance and other types of financial products.

When employees need financial advice, particularly as they approach retirement, HR and Finance teams often don't have time or the expertise to help. Giving your staff access to JB Wealth Management advisers (free of charge to the company) means you can support your employees without using your own valuable resources.

We are friendly, professional advisors who can cut through the jargon and offer your staff sound, sensible advice.

Take a look at Our Services page to find out more.

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

The Financial Services Authority does not regulate National Savings 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.