About Us

JMF Private Clients Ltd can trace its origins back to 1978, a heritage of which it is justly proud.

Over the years the firm has specialised in giving financial advice to businesses and business owners as well as individuals, helping them over time achieve their financial goals.

Our main mission statement is:

“Wealth creation and wealth preservation”

At JMF Private Clients Ltd we have come to recognise that no one individual need is the same, each and everybody’s needs will be unique and will change over time.

Therefore to meet our aim of helping clients create wealth and then preserve that wealth for their own use and that of future generations, we have developed a programme which will be tailored to our client’s individual needs.

Using our experience and expertise we can work with you to :

  • Understand your short, medium and long term needs and goals
  • Analyse your needs
  • Research potential solutions for your need
  • Present our solutions for your approval
  • Implement the agreed solutions
  • Review continuously your financial objectives
  • Ensure that you are made aware of all new opportunities

Please contact us for further information.

JMF Private Clients Ltd is an Appointed Representative of Adviser Business Solutions Ltd which is authorised and regulated by The Financial Services Authority. Adviser Business Solutions Ltd is entered on the FSA register (http://www.fsa.gov.uk/register/) FSA Registration No: 190181

The Financial Services Authority does not regulate the activities of tax planning, estate planning or IHT planning.

JMF Private Clients Ltd
Registered Address:
Unit 3, Chevron Business Park, Lime Kiln Lane, Holbury, Southampton, SO45 2QL
Registered in England & Wales, No. 06938189

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