Plan.
Protect.
Grow.
Repeat.
PROFESSIONALSIM INTEGRITY & TRUST
Plan.
Protect.
Grow.
Repeat.
PROFESSIONALISM INTEGRITY & TRUST
Here for the long term…
JMC Wealth is an independent financial planning firm providing unbiased, expert advice to private individuals, business owners, families and trusts.
Among the areas we specialise in are advice on Pensions and Retirement Planning, Estate Planning and long-term investment strategies.
Based in North Antrim we offer advice across Northern Ireland helping clients to achieve their agreed financial goals.
JMC Wealth Management offer a holistic financial planning service that includes all of the following key areas:
Long term investment strategies
Pension and Retirement planning
Tax Planning
Estate planning
Life insurance and individual protection
Here for the long term…
JMC Wealth is an independent financial planning firm providing unbiased, expert advice to private individuals, business owners, families and trusts.
Among the areas we specialise in are advice on Pensions and Retirement Planning, Estate Planning and long-term investment strategies.
Based in North Antrim we offer advice across Northern Ireland helping clients to achieve their agreed financial goals.
JMC Wealth Management offer a holistic financial planning service that includes all of the following key areas:
Long term investment strategies
Pension and Retirement planning
Tax Planning
Estate planning
Life insurance and individual protection
It helps to chat. book a FREE initial meeting
To find out more about our specialist wealth and investment advice services,
contact a member of our team to book a FREE initial meeting.
Cost
Most of our clients want to engage us for our lifetime financial planning service. This is typically charged as a percentage of funds under management.
After our initial meeting, we will prepare a cost proposal based upon the scope and complexity of the work involved, to ensure you are fully informed of any possible fees before proceeding.
Cost
Most of our clients want to engage us for our lifetime financial planning service. This is typically charged as a percentage of funds under management.
After our initial meeting, we will prepare a cost proposal based upon the scope and complexity of the work involved, to ensure you are fully informed of any possible fees before proceeding.
Points to Note
The value of investments and income from them can go down. You may not get back the original amount invested.
A pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation. The FCA does not regulate income tax and inheritance tax planning.
Points to Note
The value of investments and income from them can go down. You may not get back the original amount invested.
A pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation. The FCA does not regulate income tax and inheritance tax planning.
Get in touch with us today
26 TOBER ROAD, BALLYMONEY, NORTHERN IRELAND BT53 8JP
TEL: 07738 076 302
EMAIL: JAMES@JMCWEALTH.CO.UK
JMC Wealth Management Ltd is an appointed representative of New Leaf Distributions Ltd which is authorised and regulated by the Financial Conduct Authority.
New Leaf Distribution FCA Number 460421
JMC Wealth Management Ltd FCA Number 997574. Registered in Northern Ireland NI697590
The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance cannot be used as a reliable prediction of future performance.