JBM Wealth Management Ltd - Exmouth

JBM Wealth Management Ltd Overview

JBM Wealth Management Ltd is a financial planning company located at c, JBM Wealth Management Ltd, Rear of, 5 The Parade, Exmouth EX8 1RS, United Kingdom. They specialize in financial planning and have received high praise for their services.

The company is wheelchair accessible, offering both accessible parking and restrooms. Appointments are required to meet with their financial planners. With a 5 out of 5 average rating from 4 reviews on Google, JBM Wealth Management Ltd has earned a strong reputation for providing excellent financial advice and planning services to their clients.

Key Features and Services

• Specializes in financial planning

Accessibility

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom

Additional Information

• Appointment required for consultations

Reviews and Ratings

JBM Wealth Management Ltd has received 4 reviews on Google with an average rating of 5 out of 5 stars. Clients praise the company for providing helpful, focused financial advice tailored to their individual needs. One reviewer shared that the financial planner made suggestions to preserve their elderly mother's savings while avoiding risky investments. This level of personalized attention and sound financial guidance has earned the company its high ratings.

👍 Reviews of JBM Wealth Management Ltd

Jonathan W.

5/5

Having been recommended Barry Martin of JBM Wealth Management by a family friend, I arranged a call with him to discuss how best to manage my elderly mother's savings in order to ensure that it lasts as long as possible during a period when she is in need of regular carer visits. Barry was helpful and made suggestions that were always focused on preserving my mother's funds for as long as possible, rather than encouraging investments that could be risky and ill-advised.

jeff R.

5/5

Contactd JBM for advice on investing lump sum to cover nursing home fees for my mother.The response was quick,comprehensive and relevant,delivered in a helpful and realistic manner.Would recommend to others going through same process.
Jeff Russell

Hugo D.

5/5

I would highly recommend this company, a very approachable, personable, tailor made service with an efficient and effective strategic delivery.

Alexa S.

5/5