Investment planning

Tailored financial solutions for every stage of life.

Independent and personalised financial planning

Achieving life goals, whether they’re as specific as paying off a mortgage early, buying a second home, or retiring at a chosen age, or as broad as seeking financial security, independence, or simply wanting your money to work more effectively for you, often hinges on having a robust financial plan.

At Fitch & Fitch, we work with JLM Wealth who are independent financial advisers with a proven track record in assisting clients. They possess comprehensive expertise in financial planning, wealth management, and investment selection. Their approach involves taking the time to understand your aspirations, investment timeframe, and importantly, your risk tolerance.

Their services cater to all, from those new to investing to seasoned investors. They can develop a well-diversified investment portfolio aligned with your goals and needs or conduct a thorough review of your existing investments. Their process includes recommending investments dependent on circumstances and objectives that suit you through the different stages of your life.

Whether you’re looking to invest new funds or seeking advice on an existing portfolio, JLM Wealth are there to assist you in tailoring a financial solution best for you.

The value of investments may fall as well as rise and you may not get back the full amount invested. Past performance should not be taken as an indicator of future performance.

Initial consultation is complimentary. If you then chose to take finance advice, you will always be provided with an estimate of costs in advance.

JLM Wealth is a trading style of JLM Network Wealth Ltd, which is an Appointed Representative of Nott Pybus & Associates Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA No. 991615 and 147535.

Need Assistance?

Fitch & Fitch work closely with JLM Wealth in providing wealth services to our clients. Whether you would like to make an enquiry or simply have a question about JLM Wealth services, we’re on hand to help.