JM Wealth Management & Financial Planning Ltd is a financial advisory firm based in Sutton Coldfield, UK. The company specializes in creating bespoke financial plans for its clients, focusing on building long-term relationships to help them achieve their financial goals. Their core services include retirement planning, investment management, financial protection (insurance), and mortgage advice. The firm operates as an appointed representative of The Openwork Partnership, which is authorised and regulated by the Financial Conduct Authority.

Founded in

United Kingdom