Notice
How We Work
As Independent Financial Advisers
we are free to advise on financial
products from a range of providers.
We simplify the administration and
aim to make your staff feel valued.
Our process:
• We use advanced computer software to research,
compare and recommend suitable deals
currently available
• We can work together with HR and Finance Directors to review
the Company’s benefits packages and requirements
• The first one-hour consultation is free and you are under
no obligation
• Depending on your instructions we may carry out a
needs analysis
• We advise you on suitable schemes available to you
• All our proposals will be fully explained and costed so that you'll
know exactly what and why before you agree to anything
• Solutions will be tailored according to your Company's current needs,
circumstances and budget
• We continue to administer the scheme in conjunction with the
provider to minimize the hassle factor to you
• We have invested in technology so that documents can be sent in
PDF format, ensuring that they are quickly and securely available
to the individual or the company. Hard copies are also available
if preferred.
no obligation
• Depending on your instructions we may carry out a
needs analysis
• We advise you on suitable schemes available to you
• All our proposals will be fully explained and costed so that you'll
know exactly what and why before you agree to anything
• Solutions will be tailored according to your Company's current needs,
circumstances and budget
• We continue to administer the scheme in conjunction with the
provider to minimize the hassle factor to you
• We have invested in technology so that documents can be sent in
PDF format, ensuring that they are quickly and securely available
to the individual or the company. Hard copies are also available
if preferred.
We also offer employees the option of a personal meeting to discuss their personal finances, even if they are not based at Head Office. This often reduces the management time required by the HR and Finance Departments, may reduce complaints regarding employee benefits and enables us to emphasize the value of the benefits package. Existing members tell us how well our personal approach works.
Please read our Privacy Statement before completing any enquiry form or before sending an email to us.
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
JB Wealth Management Ltd
Registered Address:
8-10 South Street, Epsom, KT18 7PF
Registered in England and Wales, No. 01347949
