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JNJ Financial Management Ltd
       
 
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JNJ Financial Management Ltd
 
 
Overview: 

Originally established in 1984, JNJ Financial Management Ltd offers independent financial and investment advice. Our offices are based in Kineton, Warwickshire, although our client base is spread throughout the UK and overseas.

We are a member of the Falcon Group plc, which is authorised by and regulated by the Financial Services Authority. Falcon Group is one of the largest and most successful financial services groups in the UK.

We specialise in independent financial advice and tax planning (particularly, where relevant, Capital Gains Tax, Income Tax and Inheritance Tax) and investment for private clients, trusts, charities and corporations. Amongst the many spheres of our work, we can advise on, arrange, or manage, SIPPs, SSASs, ISAs, VCTs, EISs and a variety of offshore schemes, to optimise tax planning opportunities.

As a specialist company with a clear focus and a thorough and comprehensive understanding of the financial markets, we can help make sense of what are often seen as conflicting and confusing financial or tax issues.

In everything we do, our aim is to perform our role to the highest possible standards, constantly researching the best solutions for each client's personal situation and constructing portfolios in the most efficient and cost effective manner, working as part of a team dedicated to achieving our clients' objectives.


 
 
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