Ravinder Thind, Jpa financial services

Jpa financial services Independent Financial Adviser
446 to 452 High Street
Kingswinford
West Midlands
DY6 8AW
Are you or your clients getting the most out of personal pensions, defined benefit pensions, defined contribution pensions, retirement planning, ISA's

Business Description

We pride ourselves in giving unbiased unrestricted advice.

Whether you are looking for advice on investing, retirement planning or a new mortgage, we are in an excellent position to help you. Whatever your goals we can help.

 

Initial consultation

We offer a complimentary consultation and the purpose of this is to identify your personal needs and objectives, establish what benefits would result from using our services, outline our associated costs and give you the opportunity to appoint us.

 

Implementation process

This process begins once we have your agreement on the strategy to be put in place. This may involve arranging investments or acquiring products on your behalf or simply implementing a specific financial planning process, such as tax or estate planning.

 

Ongoing review service

An ongoing review service has always been integral to our business as we believe that it can add significant value to both individuals and businesses. The purpose of this is to develop our planning strategies over time to take into account your changing circumstances and objectives as well as developments in economic conditions or legislation (taxation etc).

My Recommendations

I can personally recommend Ravi for his expert knowledge and advice regarding our pensions. He took time to make sure we understood all the options to make an informed decision for our future prosperity.

from Wendy Parry

Accreditations & Qualifications

DipFa, Cemap, AIPW