We’re
here to help…
her
Planning for the future can feel overwelming, let us help with a free meeting to help advise you on the best way forward for you.
PROFESSIONALSIM INTEGRITY & TRUST
PROFESSIONALISM INTEGRITY & TRUST
We’re
here to
help…
Planning for the future can feel overwelming, let us help with a free meeting to help advise you on the best way forward for you.
How It Works
How It Works
Throughout the process we are here to support you with any questions and provide you with the highest qualifide advise to guide you plus we will inform you of any development as and when these stages happen.
01
Initial Meeting
We will meet up to go through your aims, objectives and future plans. This allows us to determine whether we may be able to help you achieve your goals, whilst giving you the chance to find out how we work and whether you are comfortable engaging JMC Wealth Management on an ongoing basis.
02
Information Gathering
The next stage is to gather information on your current situation, so that we can make informed recommendations on the best courses of action to help you meet your objectives.
Getting a full overview of your current position ensures that our recommendations are as accurate as possible
03
Presenting Solutions
Once we have all the detail we need we will make firm recommendations on how you may best achieve your objectives. If it looks like some of these may be unrealistic we will work with you to establish the best course of action.
04
Putting In Place Your Plan
When you are happy with our recommendations, we will work with you to put in place your plan, helping you navigate any paperwork and keeping you updated on progress.
05
Review
Possibly the most important part of the process is to review your plan regularly in the months and years that follow. This allows us to monitor your position to ensure that you are still on track to meet your objectives.
In practice we will frequently return to earlier stages to ensure your objectives remain unaltered and you are still on track for the lifestyle you are aiming for.
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.