Plan.
Protect.
Grow.
Repeat.

 

 

PROFESSIONALSIM INTEGRITY & TRUST

Plan.
Protect.
Grow.
Repeat.

PROFESSIONALISM INTEGRITY & TRUST

What costs are involved?

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.

Where are you based?

We are based in Ballymoney and Ballymena but are happy to see clients anywhere in Northern Ireland and UK. We offer appointments face to face and remotely.

What area do you advise in?

We are fully independent financial advisers and as a result can advise on pensions, investments, inheritance tax and life insurance.

What are your opening hours?

The team are available between 9am and 5pm to take calls. Happy to accommodate evening appointments.

Do you do home visits?

Yes, we are more than happy to come and visit you at your home at a time and date that suits you.

Can you recommend a solicitor?

We work with a number of solicitors across Northern Ireland and provide you with a few options.

Can you recommend an accountant?

Yes we can help you find an accountant that can help you with both your business and personal finances

Get in touch with us today

26 TOBER ROAD, BALLYMONEY, NORTHERN IRELAND BT53 8JP

TEL: 07738 076 302

EMAIL: JAMES@JMCWEALTH.CO.UK

CONTACT US

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.

PRIVACY POLICY