JPB Financial Planning Limited 11 Market Place, Macclesfield SK10 1EB
About the Business
Welcome to JPB Financial Planning Limited, a leading financial institution situated at 11 Market Place, Macclesfield SK10 1EB, United Kingdom. At JPB Financial Planning Limited, we understand that financial planning is at the core of every individual’s and business’ success. Our team of experts work tirelessly to provide you with exceptional financial services and advice that meets your unique needs.
As an establishement, finance and point of interest, JPB Financial Planning Limited is dedicated to ensuring that our clients receive the best financial consultation and planning possible. We have a wealth of experience in providing comprehensive financial planning services including investment management, retirement planning, tax planning, and estate planning.
We strongly believe in personalized service, and our experienced professionals work closely with our clients, taking time to understand their specific financial needs and goals. We take pride in our ability to create customized financial plans that help our clients achieve their goals, while also maintaining an exceptional level of customer satisfaction.
At JPB Financial Planning Limited, we take our responsibility to our clients very seriously. Our team comprises of experts in financial planning who are knowledgeable and experienced in delivering top-notch financial services to our clients. We hold ourselves to the highest level of professionalism, and always ensure that our clients’ best interests are at the forefront of everything we do.
If you’re searching for reliable financial planning and investment management services, we invite you to contact JPB Financial Planning Limited today. We are the leading financial institution in the UK, and we look forward to helping you meet all of your financial goals at 11 Market Place, Macclesfield SK10 1EB.
Photos
Location & Phone number
11 Market Pl, Macclesfield SK10 1EB, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Over the past several years JPB Financial Planning have given me consistently high standards of advice, support and timely response when needed."
"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."
"JPB are a small team who are passionate about what they do. Understanding the needs of clients - ensuring investments are safeguarded for growth and future needs. A friendly group, willing to listen, discuss and offer advice without any pressures. Having been with them from the start and with Phil previously, I have no hesitation in recommending them should you be seeking financial planning advice. Easy to talk to and with a wealth of experience from all areas of financial planning, offering clear independent advice tailored around a clients own circumstances."
"Phil & Will have been giving me financial advice for many years now, so when they set up JPB Financial Planning I moved across to them. I'm very satisfied with all aspects of their service. They could not be more helpful and friendly into the bargain. I have recommended them to friends on several occasions."
"I have been a client of JPB since they first started trading, Phil has looked after me prior to setting up the business, so I had no hesitation to continue to make use of his services. With his guidance, patience & professionalism my investments have provided a healthy return. If you need someone to trust then JPB are your first and only call required"
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