The directors at JDL Wealth Management Ltd provide independent, technical and bespoke advice to clients at all stages of their financial lifecycle. Client service sits at the heart of our culture and we are keen to work with you throughout your lifetime to enable you to meet your financial goals. We ensure clients fully understand their financial plans, aiming to demystify the jargon and make the financial planning process simple and easy to understand. All our clients are treated with honesty, integrity, openness and courtesy.
We have many years’ experience in the industry and between us we have acquired extensive technical knowledge and experience to ensure we are able to provide a comprehensive service to our clients. Our firm has specialist knowledge of working in particular markets such as the teaching and medical professions and we hold advanced qualifications in areas such as pensions, investments, tax planning and equity release. We also have close relationships with professional connections such as solicitors and accountants so that we are able to refer you to other services as and when required with reputable local firms.
We provide three levels of service to suit your advice requirements and budget. We operate a transparent fee structure and we will be very clear on costs of advice from the outset allowing you to make an informed choice on the most appropriate service level for you.