November 2023 by Margaret Whatmough
JPB Financial Planning are a highly professional company who are very responsive to their clients' needs. All the staff are friendly and approachable and go the extra mile to ensure excellent customer service. We have been clients since inception and recommend them without hesitation.
February 2023 by Elaine Channing
Over the past several years JPB Financial Planning have given me consistently high standards of advice, support and timely response when needed.
December 2021 by Debra Bookbinder
My first foray into shares and couldn't have wished for better hand holders. Whilst it was humbly suggested a combination of good timing, my strong commitment to ethical investing and a willingness to accept risk were major factors, none of this would have come together to produce such a staggeringly good performance if JPB hadn't sprinkled their experience, knowledge and expertise dust so heavily in my direction. Ethical, diverse, open. Even I can cope with finance when they manage to make it interesting!
March 2021 by Alexander Shaw
JPB organised my pension, life insurance and permanent health insurance - and I was delighted with their service.Phil Jones conducted a review of our financial position, income, assets and aspirations. He was professional yet friendly. JPB were then able advise me on the most suitable products for myself and my family.I couldn't recommend Phil and his team enough.
September 2020 by Roger Scott
I have used JPB since their startup some three years ago and found them to be knowledgeable and professional in all aspects of their work. My parents and I have used JPB and the original founding company of Plan Invest for some forty years and have always been more than satisfied with their advice and financial management.
October 2019 by Rosalind Revill
I have been a client of JPB since the beginning and have known Will for many years. Excellent service and the whole team are always friendly, helpful and approachable. Even though I now live in the Midlands, I know that I can always contact Will, or one of the team, by phone for assistance or advice. I would not hesitate to recommend JPB Financial Planning.
October 2019 by Mike & Tilly Thomas
My wife and I have been clients of JPB Financial Planning for some years, joining them shortly after the company's creation. They deal with both our personal and family trust matters. JPB has consistently provided a conscientious professional and personal service to the highest degree. I would have no hesitation in recommending them to friends and family.
October 2019 by Nigel Kirkup
My experience of JPB Financial Planning has been excellent since we were first introduced a couple of years ago. Sound sensible advice given an a simple and informal way.
September 2019 by Stephen Fisher
JPB are a small team who are passionate about what they do. Understanding the needs of clients - ensuring investments are safeguarded for growth and future needs. A friendly group, willing to listen, discuss and offer advice without any pressures. Having been with them from the start and with Phil previously, I have no hesitation in recommending them should you be seeking financial planning advice. Easy to talk to and with a wealth of experience from all areas of financial planning, offering clear independent advice tailored around a clients own circumstances.
September 2019 by D2 AKA: Foschi and a tiddly bit of Livesley
Excellent independent financial advisors who also make a fine cup of tea! Youth and energy abound but that is tempered with cautious and sound advice that we have total faith in. Avoid the corporate 'big boys' and let a small and individual firm get to work with your assets. In particular they have a very transparent fees structure and are most certainly worlds away from St James Place,
September 2019 by Gill Millward
Phil & Will have been giving me financial advice for many years now, so when they set up JPB Financial Planning I moved across to them. I'm very satisfied with all aspects of their service. They could not be more helpful and friendly into the bargain. I have recommended them to friends on several occasions.
September 2019 by jeremy haughton
A first class service given by the very knowledgeable and helpful Phil and his team.
September 2019 by Hilary Read-Griffiths
Very good, clear communication and advice, with clear figures to back up investment recommendations. Good "plain speak" to explain options and current financial terms. Quick, helpful responses to queries, and friendly, focused home visit for setting up the business relationship. Regular reviews factored in.
September 2019 by Marcus Hemy
I have used a number of Financial Advisors over the years and JPB is without doubt the best of them. They always respond to emails quickly and settle any questions promptly. Their advice has always proved reliable and accurate. I have recommended them to a friend and she is also pleased with their service.
September 2019 by Alistair Farrow
I was introduced to Phil Jones at JBP a number of years ago, and have been nothing but completely satisfied with all his hard work on my behalf since. The advice he has given has been prudent and helped me enormously. Additionally the fee structure was clearly stated from the onset so I have never been surprised by unexpected costs. In areas that I tend to switch off slightly, Phil has been patient, clear and decisive to ensure my future is more stable and concise. I can not recommend JBP Financial Planning highly enough.
