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JTM Financial Services Ltd

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JTM Financial Services Ltd

Overview:

Since our establishment in 2004, JTM has developed a reputation for providing our clients with a professional and personalised financial advisory service. Our experienced team of advisers and staff are dedicated to helping you set and achieve your financial goals. Whether you are planning for retirement, saving for the future, protecting your loved ones from financial hardship or wish to make the most of your money in the here and now. We are ready to support you at every stage.

We offer a tailored Wealth Management Service to those clients who want their money to be managed with the highest standards of prudence, expertise and professionalism in order to achieve the best results. Our investment philiosophy is one that starts with our clients, we take the time to find out what you want to achieve and what level of risk you can accept before recommending a portfolio based on objective analysis and thorough research. Regular reviews are an essential component in our Wealth Management Service. Reviews ensure that your investment can be flexible enough to meet the challenges of a complex and increasingly globalised market.

Based in Dorset, providing services throughout the South of England.

Our offices are in Ferndown, Dorset. A private meeting room is made available for all clients who visit us. Your adviser will also be pleased to meet you at your home or work if you prefer. We have clients thoughout the South of England and our advisers are regularly on the road to meet those for whom travel is difficult or inconvenient.

History:

JTM Financial Services Ltd was incorporated on 17 November 2004 as a private limited company. The Company was formed to take forward the servicing of the client banks of several established financial advisory firms.

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