Jim Paul & Associates Ltd  Independent Financial Advisers
Jim Paul & Associates Ltd  Independent Financial Advisers

Contact

Jim Paul & Associates Ltd

 

Mallan House

Bridge End 

Hexham

Northumberland

NE46 4DQ

 

Tel:

0191 2064131

 

E-mail

mark@jimpaulassociates.co.uk

andrea@jimpaulassociates.co.uk

 

You may also use our contact form.

Investment Gateway

An online service that allows us to manage your entire portfolio of investments from one single web page. For more information please contact Mark Dancer

Jim Paul & Associates Ltd: what do we do for our clients?

Fig 1. - Financial planning process



Our aim is to help our clients achieve their financial goals by guiding them through our structured financial planning process. During each of the 6 stages (see fig 1 above) our financial adviser will work closely with you to ensure that you clearly understand the purpose of each activity.

 

We take great care to deliver this personal service by using the latest financial planning techniques and technology, designed to keep our clients informed throughout the process.

 

What will we deliver to you?

 

  • Personalised service - a proactive financial planning and wealth management service addressing your investment, protection and retirement planning needs

 

  • Valuations - secure online access to your whole portfolio at anytime, full transparency for all costs and charges

 

  • Simplicity - a one page view of all your assets, paper free electronic dealing transactions and document management

 

  • Money saving - no switching costs, no initial policy fee, no tax wrapper charges, no charges in the product cash account, no re-registration fees and no exit charges applied

 

  • Regular communication - a complete annual financial review with your adviser, annual storm proofing of your portfolio

 

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