Wealth Management

Elite Wealth Management Service

For those with significant assets and perhaps more complex financial affairs, we provide this wealth management solution. Working in partnership with you and your other professional advisers we act as a “hub or liaison” to advise and guide you every step of the way. Utilising our 6 stage advice process in conjunction with our efficient and effective investment process we will manage your portfolio. Our in depth research has led us to a solution that is only accessible to a select few advisers in the UK. We have undertaken a rigorous selection and assessment programme to ensure that the very best in investment know-how and methodology is available to our clients.

JPM Asset Management has a clear purpose which is to help you achieve your dreams, hopes, aspirations and future plans. Having agreed a course of action we work creatively with you to ensure that these plans are workable and affordable.
Our approach to financial planning genuinely encourages creativity. We have a desire to carefully craft and create a unique solution for you.

No two JPM clients are the same, and nor are any of the solutions that we offer to our clients – we believe that this represents an unusual but refreshing approach to financial planning.

Investment is not a forecast or prediction. We don’t believe we can forecast or “time” markets, nor pick stocks or funds.

Fortunately we also believe that investors don’t need forecasts.

Investing rather than speculating is, we believe, the way forward. Investment capital should not be used for speculation.

Our approach is clear in that we maintain a disciplined approach that helps our clients get from where they are, to where they want to be with no surprises along the way.

There is a world of difference between speculating and investing and our process helps to reinforce the latter and remove the gambling from your investment experience.