Welcome to Jim Paul & Associates Ltd Wealth Management.
"Here at Jim Paul & Associates Ltd we are committed to providing independent financial advice to our clients.
Our aim is to help our clients achieve their financial goals by guiding them through a structured financial planning process.
We take great care to deliver this personal service by using the latest financial planning techniques and technology, designed to keep our clients informed through out the process.
To arrange an initial no obligations consultation please contact me for an appointment"
Mark Dancer
Director
Services
Directly authorised by the Financial Conduct Authority (FCA no: 468093) we provide independent, whole of market advice, specialising in:
- Pensions (Sipp, Personal Pensions, Group & Scheme)
- Life Assurance and Protection Plans
- Savings and Investments (ISA's, Junior ISA's, Collectives, on shore and off shore bonds)
- Tax and Inheritance Planning
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