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'THE LIGHTER SIDE'


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Originally established in 1984, JNJ Financial Management Ltd offers an independent wealth management service. Our offices are based in Kineton, Warwickshire, although our client base is spread throughout the UK and overseas.
We are a member of Lighthouse Advisory Services Ltd (hereinafter referred to as LAS), which is authorised by and regulated by the Financial Services Authority. LAS is one of the largest and most successful financial services groups in the UK and in April 2010, Falcon Group plc, an associated company of LAS, won the prestigious 'Large IFA Firm of the Year' award.
We specialise in wealth management services, independent financial advice and tax planning (particularly, where relevant, Capital Gains Tax, Income Tax and Inheritance Tax) and investment for private clients, trusts, charities and corporations. Amongst the many spheres of our work, we can advise on, arrange, or manage, SIPPs, SSASs, ISAs, VCTs, EISs and a variety of offshore schemes, to optimise tax planning opportunities.
As a specialist company with a clear focus and a thorough and comprehensive understanding of the financial markets, we can help make sense of what are often seen as conflicting and confusing financial or tax issues.
In everything we do, our aim is to perform our role to the highest possible standards, constantly researching the best solutions for each client's personal situation and constructing portfolios in the most efficient and cost effective manner, working as part of a team dedicated to achieving our clients' objectives.
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expand news archiveWednesday 04 January 2012 OUTLOOK FOR 2012 - THE EUROPEAN CRISIS DOMINATES The crisis in Europe looks set to continue to dominate world markets Thursday 01 December 2011 MERRY CHRISTMAS 2011 & A PROSPEROUS NEW YEAR We would like to take the opportunity to wish all our clients, business and professional connections, a very Merry Christmas and a Prosperous New Wednesday 27 April 2011 UK GDP GROWS BY 0.5% IN Q1 The UK economy grew by a meagre 0.5% in the first quarter of 2011 expand news archive |
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JNJ Financial Management Ltd, The Old Courthouse, Bridge Street, Kineton, Warwickshire, CV35 0JR.
Tel: 00 44 (0) 1926 641888. Fax: 00 44 (0) 1926 642888. Registered in England. No. 1828129
JNJ Financial Management Ltd is an appointed representative of Lighthouse Advisory Services Ltd, which is authorised and regulated by the Financial Services Authority. Offshore investment, tax advice and estate planning is not regulated by the Financial Services Authority. Website Terms & Conditions
© JNJ Financial Management Ltd
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