Our Values

Business core values

 

Based on extensive feedback, our clients (and indeed those professional advisers who introduce us to their own clients), believe our most reassuring qualities are our absolute independence, reliability, and attention to detail.

 

CONTINUALLY STRIVING FOR EXCELLENCE

 

In a field where standards vary so much, ours never do. We focus on what we do best and what delivers lasting benefit for our clients.

 

We continually aim to deliver a personal service of consistently high quality and indeed we strive for excellence in everything we do. Our reputation as experienced and perceptive financial advisers, has grown through our steadfast commitment to our core values and beliefs:

 

  • Integrity
  • Clarity
  • Knowledge
  • Trust

 

We bring these values to the way in which we deliver all of our services. Whether we are advising on investment portfolios, retirement issues, tax planning, financial matters relating to divorce, trusts, wills or inheritance tax mitigation planning, you can be sure we know our subject and will explain things clearly.

 

TOTALLY INDEPENDENT & IMPARTIAL

 

We can be relied upon to always act in your best interests. As totally independent advisers, we have no vested interest whatsoever in promoting specific products or services.

 

So you can be certain to receive clear, totally independent, impartial advice, driven by no other consideration than what we feel is absolutely suitable for you.

REGULATORY ‘STUFF’ 
Please note that tax advice which contains no investment element is not regulated by the Financial Conduct Authority.

 

 

Richard is highly professional and at the same time, has a friendly and relaxed manner.

Mr TK
(Birmingham)

We have always found JNJFM to be professional, accessible and courteous towards us.

Mr & Mrs MH
(Warwickshire)

I have always found JNJ Financial Management to be helpful, responsive, engaging and value for money.

Mr RB
(Evesham, Worcestershire)
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