JEM FINANCIAL PLANNING
We believe that providing a professional but personal service is essential in today’s ever-changing and sometimes confusing world of Financial Services and products.
All of us at JEM Financial Planning, strongly believe that we can offer the right service for you, your family and your business, providing a wide range of effective and bespoke solutions. With a combined industry experience of more than a century, there are very few scenarios that we have yet to encounter and "our goal" is to simply ensure that you meet "your goal".
We are, and always have been both fiercely independent and whole of market, meaning that we have no direct ties to any mortgage lender, insurance company or product provider. This simply means that we can make the best possible recommendation to you without any outside influences.
JEM has been built up on the strong foundations of clients that have been personally referred to us and we believe that nobody at any stage in their life should be excluded from receiving good quality advice.
We ensure that all of our advisers and staff are qualified to advise in their area of expertise and that they continue to maintain exceptionally high professional standards through our own ongoing training and development regimes.
Using the internet to its full potential, all of our clients can have an online view of their financial affairs and a chance to communicate securely with us using their own secure private messaging service. This service is available 24 hours a day, 7 days a week and can be accessed from home computer or mobile device. Please contact us if you would like more information on this, or simply use the button below to log in if you already have your details.
Whilst providing accurate live information is extremely important, we believe that websites can’t advise people fully on their financial situations, nor should they. When dealing with people's finances a personal touch is our priority, giving the chance to both identify and evaluate your own personal needs, circumstances and goals and ensuring that nothing is missed.
Starting with an initial meeting, which is always held at our own expense, we will be with you every step of the way through your financial journey. We look forward to hearing from you and helping you both now and in the years to come.
We would like to wish everyone a very Merry Christmas and a peaceful and prosperous 2020!
We are delighted to officially welcome Ryan Wollacott to the JEM Financial Planning team. Ryan has now completed all of the required examinations in order to advise on our client's mortgage and protection needs. We are certain that Ryan will make a huge success of his career in Financial Services and look forward to watching him develop over the years to come.
From October 2018 we will have our main office located in Winchcombe. Full details can be found on the Contact Page and you are all very welcome to come and see us at our new premises.
May 2018 saw the implementation of the General Data Protection Regulation (GDPR) legislation and we have updated our internal policy accordingly. A copy of this can be found via the "Document Library" tab at the top of this page.