JBM Wealth
Initial consultation free
Independent
Welcome to JBM Wealth Management. We offer a comprehensive independent wealth management & financial planning service for all your Investment, Pension, and estate planning needs.
We can advise you on
Clients
helped
Recently added
helped
Minimum
pension value
£150k+pension value
Minimum
wealth
£250k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Barry Martin
Chartered Financial Planner
What our clients say
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Mr Po
What were the circumstances that caused you to initially look for an adviser?
Dealing with my own investments and with approaching retirement felt I needed a professional opinion on how best to move...
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Mrs A
How has Barry helped you since your last review?
Continued excellent advice and service.
In the last 12 months, in which areas did you receive advice? (Tick all that apply)
Retirement income...
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Mr B
What were the circumstances that caused you to initially look for a financial adviser?
management of funds
How has Barry helped you?
expert advice and service
Have you seen the outcome you were...
mw
Mrs W
How has Barry helped you since your last review?
As we have got older and had some health worries he has been very reassuring.
In the last 12 months, in which areas did you receive advice? (Tick all...
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Mr Ma
What could they have done better?
We have an excellent relationship with Barry and the best service and financial advice we could have wished for
What were the circumstances that caused you to...
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Mr Br
How has Barry helped you since your last review?
Barry has provided great advice and I trust his views. He is a great sounding board.
In the last 12 months, in which areas did you receive advice?...
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