JPM Financial Management Ltd is a small friendly company based in Rotherham, offering a wide range of independent financial advice throughout the different phases of your life. We are dedicated to developing long term relationships with our clients. From advice on investments to mortgages and pensions, we work closely with you, applying our knowledge, experience and professionalism to every area of your finances, however small. We
Served areas
- Rotherham & Sheffield & Yorkshire
Services
For a happier, secure and potentially fruitful future contact our financial advisers in Penistone today!. We are Independent financial advisers who have a strong belief in advice and not sales and have grown our client bank organically through ensuring our clients are well looked after. We are highly motivated, experienced and qualified to Diploma level.
When purchasing a property there are many things to consider other than picking a headline rate that might catch your attention. We at JPM Financial Management Ltd have many years' experience in providing advice in this area and by using our expertise we believe we have the acquired product knowledge that can place the most difficult of situations to the most suitable mortgage.
Life is a journey and most of us are too busy enjoying today to think about tomorrow and the future. At JPM Financial Management Ltd we can point out the financial implications of not planning towards a comfortable retirement and help secure the future you hope for. At retirement there are various options available to you and JPM Financial Management Ltd is on hand to provide Independent advice when it comes to choosing the most suitable option. We aim to secure you the level of retirement income that meets your needs and aspirations.
One thing you can guarantee in life is that there are no real guarantees, Life is full of surprises most of which are welcome, however it is the unexpected and far less welcome areas where we can offer advice in overcoming challenges that life may throw at us. At JPM Financial Management Ltd with financial planning and the necessary protection plans in place we aim to provide you with financial peace of mind for any eventuality that may occur on life's journey.In this area we are extremely focused on advice and we recognise that it is important to work within your budget to ensure all protection needs are met.
Nothing seemed too much trouble for him in terms of personal service and being accessible. He liaised with all parties concerned with the purchase; estate agent, solicitors and lender, to make sure the process was expedited smoothly and efficiently. I have found JPM's help and advice invaluable, both personally and as a small business owner.
Reviews (2)
Colette Bernasconi
Jun 07, 2021
Pete Mogan was really knowledgeable and supportive helping us first time buyers get a mortgage. I've got a bit of an unconventional financial background and when we were initially rejected, Pete kept pushing our case and got us a good deal. Really grateful to him for all his help and patience answering all of our questions. Highly recommend!
Colette Bernasconi
May 05, 2021
Pete Mogan was really knowledgeable and supportive helping us first time buyers get a mortgage. I've got a bit of an unconventional financial background and when we were initially rejected, Pete kept pushing our case and got us a good deal. Really grateful to him for all his help and patience answering all of our questions. Highly recommend!