Welcome to JB Wealth Management

  We specialise in helping companies
  support their employees by giving
  them support and advice 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.

Please contact us on 020 8661 7222
or visit our Contact page

JB Wealth management ltd is authorised and rugulated by the Financial Services Authority
(http;//www.fsa.gov.uk/register/home.do). FSA Registration No: 118513
The Financial Services Authority does not regulate taxation and trust advice, will writing 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.
The address from which we operate is;
41 The Broadway, Cheam Village, Sutton, SM3 8BL
Registered in England and Wales No. 01347949
Please read our Privacy Statement before completing
any enquiry form or before sending an email to us.