We are an Independent Financial Adviser firm, based in Hitchin, but with offices in Hertfordshire, Essex, Bedfordshire and Cambridgeshire. We provide financial planning, wealth management and mortgage solutions to private individuals and small to medium size businesses. We provide personal and friendly advice on a number of areas, including: investments and savings, pensions and retirement planning, income protection, business protection, estate and inheritance tax planning and school and university fee planning. Getting the right advice means speaking to the right people.
Served areas
- Hertfordshire, Essex, Cambridgeshire and North London
Services
JLM Independent Wealth Management offer friendly and professional Independent Financial Advice (IFA). We are based in Hitchin, Hertfordshire and cover the surrounding areas, including Stevenage, Letchworth, Luton, Saffron Walden, Bishops Stortford, Cambridge, Royston, Buntingford, Ampthill and Flitwick.
On receiving an enquiry we will arrange a preliminary meeting with you. The purpose of the first meeting is to establish your current situation, to discover and understand your objectives and also to agree how we would be paid for our services should you choose to instruct us. There is no charge for this meeting and no obligation on either side.
Reviews (2)
Alex Robinson
Rory provided financial advice in relation to a mortgage for a property I was seeking to buy in 2011. He was very helpful, patient and personable throughout a difficult purchase (multi-occupancy property being acquired on a single-use residential mortgage). I was very pleased with the assistance and advice Rory provided.
Niel Visram