JB Wealth Management Ltd was established in 1991 with the aim of providing professional advice to help clients achieve their financial goals. Our philosophy has never changed…we are in this business to help people.

Clients choose us because we are financial experts with a blend of good old fashioned professionalism and a bit of modern flair.

We won’t recommend a product just to make a profit. Your first consultation is free, meaning that you are under no obligation.

We take the time to get to know our clients and understand their financial needs. Then we do our homework, by using the most advanced software available we research and recommend only suitable deals currently available in the market.

Together we have more than 70 years financial services experience

Meet our Team

Russell Walton
Russell WaltonDirector
Michael Gallant
Michael GallantFCA & Chartered Financial Planner, Compliance Officer
Charles Bell
Charles BellFinancial Adviser
Ian Luck
Ian LuckFinancial Adviser
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We're ready to take your calls

Ensure you have all the necessary paperwork and complete all the administration efficiently to reduce the hassle factor for you
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Our Administration Team

Gareth Harding
Gareth HardingSection Leader

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Sarah Tindley
Sarah TindleyChartered Financial Planner
Lynn Mason
Lynn MasonAccounts
Jane Hall
Jane HallAdministration