JLT Wealth Management
JLT Wealth Management is an integral part of JLT Employee Benefits, a leading UK financial services provider. As the name suggests, JLT Wealth Management is able to offer quality independent financial advice. In addition, it also offers in-house Discretionary Investment Management Services via JLT Investment Management Ltd - which we like to call JIM.
We understand that the individuals using our Wealth and Investment management services demand the highest standards of professionalism and discretion. Therefore, we take an approach which strives to:
- Understand your needs
- Assess your financial situation
- Document and present our proposals
- Implement your financial plan
- Monitor and refine your plan on a regular basis
Our aim is to form a relationship of understanding, trust and collaboration. As with all our clients, we will work with you to attain your financial goals and meet your financial needs in the years to come. To ensure a high level and quality of independent advice, our charging structures are fee-based and we are able to work with any of your existing policy providers and advisers. Please take time to have a good look through our web site to find out more about the full range of services and advice we can provide. Should you wish to contact us to arrange a consultation, then please click here.
