JBM Wealth Management

Investments

We use the science of investing to create portfolios with global diversification and low costs to provide risk adjusted returns aligned with your investment objectives.

Pensions

With income tax relief, tax free growth, a tax free lump sum, flexible income and a lifetime allowance of £1m, pensions should be a cornerstone in your financial plan

Protection

An important part of any financial plan is to ensure you, your family and your business are protected should the worst happen.

Estate Planning

Passing wealth on to the next generation is a complex subject, we will work with you, your family and your solicitor to ensure this is done in the most tax efficient way.

How To Find Us

Main Office

Unit C, 5 The Parade R/O
Exmouth
Devon

EX8 1RS

Telephone. 01395883920

Email. hellojbmwealth.co.uk

Welcome to JBM Wealth Management. Based in Exmouth, Devon, we offer a comprehensive independent wealth management & financial planning service for all your Investment, Pension, and estate planning needs.