Speciality:
“JPB Financial Planning Ltd specialises in lifelong financial planning, investment management and retirement or pension advice. Phil Jones and Will Beighton are directors of JPB Financial Planning Ltd. The leadership team takes responsibility for the strategic and day-to-day management of the business. They specialise in all areas of financial planning and offer a bespoke service to each corporate client. They work with other companies, providing specialist support to their firm in tax, legal, risk assessment, compliance, investment management, and research. They have a dedicated team to access the market's leading technology and research systems. Their support team is responsible for handling all day-to-day queries with a hands-on approach.
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2025 Update: JPB Financial Planning Ltd became a firm of Chartered Financial Planners in 2020, awarded by the Chartered Insurance Institute (CII). They maintain an in-house compliance team to safeguard their clients’ interests and uphold the highest standards in financial planning. Their Investment Committee meets quarterly to monitor portfolio performance and ensure that the financial planning strategies they recommend remain robust, up-to-date, and responsive to market conditions.”





