INVESTMENTS

 

JEM Financial Planning offer a wide range of both traditional and innovative solutions in order to suit all of the investment requirements of our clients.  With no minimum or maximum investment amounts, we will ensure that you make the most of both your capital and regular savings, whatever your budget.

There is an extensive choice of investments available to investors, and it is important to choose the right ones. Once we have established your objectives and attitude to risk, we will recommend the most appropriate arrangements for you.

We will work closely with you to establish a foundation on which affordable investment decisions can be made and by communicating with you on a regular basis, we will help you to consider investment opportunities on a rational and informed basis. Our ongoing review process will ensure that your goals are met and your investments remain appropriate.

JEM Financial Planning can advise on all types of investments, including:

  • Onshore & Offshore Investment Bonds

  • Unit Trusts, Open Ended Investment Company & Investment Trusts

  • Trusts and Inheritance Tax Planning

  • Individual Savings Accounts

If you are not already a client of JEM Financial Planning we would be more than happy to review any investments that you currently hold in order to ensure that they continue to remain suitable and appropriate for your own needs and circumstances.  We do not charge a fee for providing this service.

Please do not hesitate to get in touch for further details and always remember that the value of your investment can go down as well as up and you may not get back the full amount invested.

OUR SERVICES
  • Investments​

  • Pensions & Retirement Planning

  • Mortgages

  • Personal Protection

  • Business Protection

  • Legacy Planning

Tel: 01242 279751

JEM Financial Planning is a trading style of Jonathan Edward Magee and is authorised and regulated by the

Financial Conduct Authority.  Our FCA register number is 504247

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