JPB Financial Planning Limited - Macclesfield

Margaret Whatmough

JPB Financial Planning are a highly professional company who are very responsive to their clients' needs. All the staff are friendly and approachable and go the extra mile to ensure excellent customer service. We have been clients since inception and recommend them without hesitation.

Stephen Ashton

Its been a very hard year to say the least. I lost both my parents within 6 months of each other. Having never been through this process it was very challenging. Powers of attorney, two probates, a Will, a house to clear and sell, Care home fees, funeral fees etc. At least i didnt have the added pressure of dealing with mum and dads assets and investments and what to do with them. Will Beighton was fantastic. We came up with a plan and nothing was too much trouble. He would always answer his phone and if he was in a meeting he would always get back to me. In times of AI and chatboxes it was great to speak to someone. Cant recommend JPB highly enough. Stephen West Yorkshire

Stephen Fisher

JPB are a small team who are passionate about what they do. Understanding the needs of clients - ensuring investments are safeguarded for growth and future needs. A friendly group, willing to listen, discuss and offer advice without any pressures. Having been with them from the start and with Phil previously, I have no hesitation in recommending them should you be seeking financial planning advice. Easy to talk to and with a wealth of experience from all areas of financial planning, offering clear independent advice tailored around a clients own circumstances.

Gill Millward

Phil & Will have been giving me financial advice for many years now, so when they set up JPB Financial Planning I moved across to them. I'm very satisfied with all aspects of their service. They could not be more helpful and friendly into the bargain. I have recommended them to friends on several occasions.

Rosalind Revill

I have been a client of JPB since the beginning and have known Will for many years. Excellent service and the whole team are always friendly, helpful and approachable. Even though I now live in the Midlands, I know that I can always contact Will, or one of the team, by phone for assistance or advice. I would not hesitate to recommend JPB Financial Planning.

Steve Bate

I have been a client of JPB since they first started trading, Phil has looked after me prior to setting up the business, so I had no hesitation to continue to make use of his services. With his guidance, patience & professionalism my investments have provided a healthy return. If you need someone to trust then JPB are your first and only call required

Alexander Shaw

JPB organised my pension, life insurance and permanent health insurance - and I was delighted with their service.

Phil Jones conducted a review of our financial position, income, assets and aspirations. He was professional yet friendly. JPB were then able advise me on the most suitable products for myself and my family.

I couldn't recommend Phil and his team enough.

Mike & Tilly Thomas

My wife and I have been clients of JPB Financial Planning for some years, joining them shortly after the company's creation. They deal with both our personal and family trust matters. JPB has consistently provided a conscientious professional and personal service to the highest degree. I would have no hesitation in recommending them to friends and family.