JPB Financial Planning Limited

Over the past several years JPB Financial Planning have given me consistently high standards of advice, support and timely response when needed.
Feb 24th, 2023

My first foray into shares and couldn't have wished for better hand holders. Whilst it was humbly suggested a combination of good timing, my strong commitment to ethical investing and a willingness to accept risk were major factors, none of this would have come together to produce such a staggeringly good performance if JPB hadn't sprinkled their experience, knowledge and expertise dust so heavily in my direction. Ethical, diverse, open. Even I can cope with finance when they manage to make it interesting!
Aug 21st, 2021

JPB organised my pension, life insurance and permanent health insurance - and I was delighted with their service. Phil Jones conducted a review of our financial position, income, assets and aspirations. He was professional yet friendly. JPB were then able advise me on the most suitable products for myself and my family. I couldn't recommend Phil and his team enough.
Feb 17th, 2021

Fantastic service from Phil. He took time to listen and understand our circumstances before giving really clear advice that will benefit us going forward. Highly recommend Phil and his team.
Dec 3rd, 2020

Positive: Professionalism, Quality, Responsiveness
Jun 13th, 2020