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JLM Independent Wealth Management profile image

JLM Independent Wealth Management


‘20 Certificate of Excellence

There are two entirely separate parts to JLM. JLM Mortgage Services Ltd is an award winning Independent Mortgage Brokers, established in 2002. Headquartered in Hitchin, we have almost 50 advisers located as far south as Brighton and as far north as Aberdeen. We are hoping to arrange around £1 billion of mortgages this year and are proud winners of the Legal and General Business Quality Award, so you can be very confident in the quality of our advice. JLM Independent Wealth Management Ltd are Independent Financial Advisers, based in Hitchin and Wimbledon. We specialise in giving straightforward financial advice ion pensions, investments and general financial planning on a fee only basis, as we feel that a combination of commission and independence simply does not work. Our first meeting is always without cost or obligation.

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What do you love most about your job?

I fell into financial services in 1993, following a degree in English Literature (with a heavy emphasis of Anglo-Saxon). Finding that this did not equip me to do anything other than teach, and not wanting to follow that path, I looked at other careers. The satisfaction of helping a customer with an important financial decision, and then seeing them move through life in a positive way, helped in part by my advice, is really fantastic. I definitely look forward to going to work, which I am told is unusual!

What inspired you to start your own business?

Myself and my best friend became disenchanted by the way in which the corporate world seemed to be moving, when everything was driven by maximising profit rather than doing the right thing by our customers. We decided that you can give proper, honest, straightforward independent advice, where both the client and you gain mutually from your relationship. Some 14 years later, I'm pleased to be proved correct!

Why should our clients choose you?

I've been providing adice for a long time now, and I'm pleased to report that most of the clients that I first dealt with 14 years ago are still clients today. Hopefully, that tells its own story.

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based on 41 reviews

The average rating for Bark Financial Advisors in Luton is 4.98, based on 41 reviews.

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