JPS Wealth Management Ltd
Brighton and Hove
(8)
Brighton and Hove
(8)
Tailored financial advice in Sussex, Surrey & London.
Investments, retirement planning, inheritance tax planning,
life insurance, critical illness cover and business protection.
8 customer reviews
Sonny Cutting
I wanted to thank Jayna for a fantastic 10 minute presentation she did recently at an event I hosted at the Grand Hotel in Brighton. She explained everything on pensions, investments and finance. I learned so much in 10 minutes that I've invited Jayna to do another presentation in May. I would happily recommend Jayna and JPS Wealth Management to all clients. More...
Reviewed on Google Maps
Wesley Atkinson
I recently attended a talk where Jayna was presenting. It is clear she has outstanding knowledge across multiple areas of wealth management, and was able to provide detailed answers and advice to a very diverse audience. I would recommend Jayna and JPS Wealth Management to anyone looking to get the best from their personal finances or portfolio. More...
Reviewed on Google Maps
Mike Wardill
Jayna's level of expertise in financial planning is excellent fully supported by St James Place a pleasure doing business with her
Reviewed on Google Maps
Patrick O'Donoghue
Jayna Shah is an exceptionally devoted consultant who goes the extra mile. The directors at Hunters have no hesitation in recommending Jayna's services to anyone searching for carefully considered pensions and investments advice. What sets Jayna apart is that she is very patient, personable and helpful. The very definatiion of a 5 Star service. More...
Reviewed on Google Maps
mark gibson
Jayna has a high degree of expertise and combines this with a friendly and helpful approach
Reviewed on Google Maps
Adele Tomasin
Friendly, approachable and knowledgeable... why go anywhere else?
Reviewed on Google Maps
Helen Griffiths
Based on what I am considering, Jayna explains my options well and I feel comfortable with her so I have no problems asking her questions. She has never made me feel pressurised into making decisions and for that reason alone I will continue to use Jayna to discuss my financial position and choices. More...
Reviewed on Google Maps
KathySharp100
Jayna provided an extremely courteous and efficient service recently to my husband and I. She helped us plan for our future and save on our tax bills.
Reviewed on Yell
What do you love most about your job?
Liasing with people all at different stages of their lives and helping them achieve their financial aims.
What inspired you to start your own business?
My profession allows me to help people achieve their financial goals and to re-align their finances to match their priorities. The satisfaction I get from helping people plan for their future is what interested me the most. Starting my own business in association with St.James's Place (a FTSE100 Company) means that clients get the best of both worlds- they get the backing of a large Organisation and they get a personalised holistic financial advice from me.
Why should our clients choose you?
My clients describe me as warm, approachable, and very knowledgeable in my field.
I work with you and give you advice that is suitable for your personal and financial needs. I don't believe in a 'one-fits-all' approach or off-the-shelf solutions.
Pension Review
No obligation review of existing pension plans
Inheritance Tax planning
Legal ways of mitigating inheritance tax on your estate. Helps you pass on most/all of your wealth to your children/grandchildren rather than paying huge inheritance tax bills.
Regular Contributions
You can make monthly contributions from your disposable income into long-term investment plans to help build up a nest egg for your future.
Financial Health-check
No obligation consultation meetings offered for full financial health-check review.
