JM-Wealth

Paul Morris at JM Wealth helped me deal with my Pension Transfer . He was very generous with his time and knowledge. Patiently explained all the different options available, and helped the process go smoothly . Explained things clearly and very professionally and answered all my questions in a way I could understand . He is always easy to get in touch with if I need help or information and I would definitely recommend JM Wealth to anyone needing sound and professional financial advice .
Mar 20th, 2020

Just want to thank the staff at JM Wealth for all their help and assistance. Nothing was too much trouble . I would recommend JM Wealth to anyone who needed assistance with their finances .
Jan 9th, 2020

Jan 1st, 2020

Been looked after by Paul from Jm Wealth for 18 months and I appreciate his professional, dedicated and friendly approach to his work. Theres always a warm welcome on arrival and would highly recommend this business to anyone.
Oct 21st, 2019

Paul has been nothing more than helpful and knowledgeable throughout a difficult time with Tata pension. Could not decide who to trust and was very stressed out by a year of indecision. I have now retired through ill health but knowing that Paul is in control of finances I feel safer. You call in any time at the office and he puts you at ease with his friendly demeanor and professional attitude. Welldone
Oct 8th, 2019