About Us
JMF Financial Services Ltd can trace its origins back to 1978, a heritage of which it is justly proud.
Over the years the firm has specialised in giving financial advice to businesses and business owners as well as individuals, helping them over time achieve their financial goals.
Our main mission statement is:
“Wealth creation and wealth preservation”
At JMF Financial Services Ltd we have come to recognise that no one individual, whether that is a corporate body or a private individual is the same, each and everybody’s needs will be unique and will change over time.
Therefore to meet our aim of helping high net worth individuals, businesses and business owners create wealth and then preserve that wealth for their own use and that of future generations, we have developed a programme which will be tailored to our client’s individual needs.
Using our experience and expertise we can work with you to :
- Understand your short, medium and long term needs and goals
- Analyse your needs
- Research potential solutions for your need
- Present our solutions for your approval
- Implement the agreed solutions
- Review continuously your financial objectives
- Ensure that you are made aware of all new opportunities
Corporate Clients
As Independent Financial Advisers we are able to give impartial advice, and act on behalf of our clients, by offering help and advice across the whole range of financial products and services available
- Employee benefit packages (Group Life, PHI, Private Medical Insurance & Group Pensions)
- Key person cover
- Protection shareholders interests
- High interest corporate bank accounts, current/deposit
- Tax mitigation strategies
- Exit strategies
- Tax efficient commercial property purchase
- Refinancing
- Capital raising
- Directors/Senior partners pension schemes
Please contact us for further information.