JPB Financial Planning
Financial planner in Macclesfield
Checked by our team
Checked by our team
We have been here and spoken to the people who run it.
A financial planning firm on Market Place in Macclesfield, advising on pensions and retirement, long-term care planning, and tax and estate planning.
Cost
- Ask how they are paid: a fixed fee, an hourly rate or a percentage.
At a glance
Specialisms
- Pensions and retirement
- Long-term care planning
- Tax and estate planning
- Investments
Accreditations
Chartered Financial Planners (logo shown on the firm's website)
What they offer
- Pension and retirement planning
- Long-term care planning
- Tax and estate planning
- Investment management
- Family protection
Who checks them
Registered with the Financial Conduct Authority.
- Registration number720238
- On the official registerSee their entry on the registerOpen (opens in a new tab)
Sources
The details on this page come from these sources. A listing is information, not an endorsement.
Quick answers about JPB Financial Planning
- What is JPB Financial Planning?
- JPB Financial Planning is a financial planning firm on Market Place in Macclesfield, advising on pensions and retirement, long-term care planning, and tax and estate planning.
- Where is JPB Financial Planning?
- JPB Financial Planning is at 11 Market Place, Macclesfield, SK10 1EB.
- How do I contact JPB Financial Planning?
- You can phone 01625 613940, or email info@jpbfinancialplanning.co.uk, or visit jpbfinancialplanning.co.uk.
- Is JPB Financial Planning registered and inspected?
- Yes. It is registered with the Financial Conduct Authority, number 720238.
Before you call
Questions worth asking any financial planner.
- Are you accredited by the Society of Later Life Advisers?
- How are you paid?
- Do you advise on paying for care?
Where you’ll find them
11 Market Place, Macclesfield, SK10 1EB
Get directions (opens Google Maps)More financial planning
JPB Financial Planning
Financial planner · Macclesfield