Expertise
- Investment
- Tax Planning
- VCT & EIS
- Wealth Management
- Pension Planning
- Pensions for Directors
- Corporate Investment
- Protection
- Life and Health Protection
- Life Insurance
- Pension
- Pension Auto Enrolment
- ISA's
- wealth preservation
- wealth
- asset protection trusts
- Inheritance Tax IHT
- Inheritance Tax Planning
Summary
I provide face-to-face financial planning advice to individuals and businesses in London and the South East of England.
We provide a wide range of services, whether you want to build, grow, preserve or protect your wealth.
Our relationship-based service means we put you firmly at the centre of everything we do, whilst having the support and backing of a FTSE100 company.
Expertise
The services we provide include:
- Investments (Capital investment as well as Regular Savings)
- Inheritance tax planning
- Protection (life, critical illness, income protection, Business protection, Key person cover, Private Medical Insurance etc.)
- Retirement planning- (including reviewing all private pensions, setting up New Personal or Group Pensions, Annuities, Drawdown etc.)
-Tax Efficient Investments
Initial meetings are provided to clients without obligation and I welcome clients or professional partners to contact me via the details given below...
Jayna Shah
JPS Wealth Management Ltd
14A Montpelier Place,
Brighton,
BN1 3BF
Experience
I have worked in Financial Services for over 26 years, including 16 years as a Financial Adviser.
Experience
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JPS Wealth Management
Director
1 - 5 Employees 2013 - 2015
Qualifications
MBA ( Finance)
DipPFS
Interests and Hobbies
Reading, Dancing
