JPA Financial Services Ltd - Kingswinford

JPA Financial Services Ltd is a financial consulting firm located at Cross Offices, Summer Hill, Kingswinford DY6 9JE, United Kingdom. They can be reached at 1384918158, and their website is jpafinancial.co.uk.

This company specializes in providing financial consulting services. With a team of experienced financial advisors, JPA Financial Services Ltd helps clients make informed decisions about their financial future. They provide a range of services, including retirement planning, investment management, and tax planning.

One of the key features of JPA Financial Services Ltd is their online appointment system. This allows clients to schedule consultations at a time that is convenient for them. The company also offers onsite services for clients who prefer to meet in person. For those with mobility issues, there is wheelchair accessible parking and a restroom available.

JPA Financial Services Ltd has received positive reviews from clients, with an average rating of 5/5 based on 17 reviews on Google My Business. Many reviewers have praised the company for their knowledgeable and helpful staff, as well as their personalized approach to financial planning.

If you are looking for a financial consultant, JPA Financial Services Ltd is a great option to consider. Their expertise and commitment to client satisfaction make them a trusted choice for financial planning services. To learn more about the company and schedule an appointment, visit their website at jpafinancial.co.uk.

Reviews of JPA Financial Services Ltd

David Richards

5/5

Nik has been giving me excellent financial advice for my pension and retirement needs for around 5 years, and I would highly recommend him. Great advice and genuine interest in my needs.

Simon Baxter

5/5

I have dealt with Nik for several years now since JPA arranged my pension transfer. He has continued to advise me on various matters in a timely and professional manner.

Karen Morris

5/5

My husband and I received prompt support and advice from Ravi on navigating our pensions for the purpose of divorce.
It is a complex matter and having someone who is able to explain not only the process but the factors that need to be considered, how different pension schemes operate and the calculations involved, really helped move us to a position of being able to determine what approach was right for us.
Ravi made us both feel very comfortable sharing personal information and was great at explaining the detail and coming back quickly with responses to our queries.
I would highly recommend the services provided and will definitely be going back once all matters are settled. Thank you Ravi

Jane Elvidge

5/5

Good advice and support from Ravi on how to manage my small and ancient pension pots. He helped demystify the jargon and finally round them up into one manageable account.

Mitchell Maddox

5/5

I was paying excessive Management Fees to my previous pension advisers which was impacting my pension growth. Since transferring to JPA i have been very impressed with the attention to detail and care shown by my adviser Nik. I recently asked him to change my pensions managed funds to be more focused towards ESG Sustainable companies. He spent time putting together a detailed proposal pack & talked me through the best options. I highly recommend JPA Financial Services and have recommended them to my son & daughter in law.

Jayne Allen

5/5

My husband and I saw Nik to get some advise on future financial planning.
He really helped us see some options that we hadn't even considered.
We can now see where a few small changes will make a big difference for our retirement

Carl Benton

5/5

Nik at JPA financial services limited has a very approachable and calm manner, this put us at ease during our meetings. Nik presents as very professional and knowledgeable about the financial sector, he has many years experience working in this profession.
Niks comprehensive questions about our situation and life enabled us to identify our financial priorities. He was able to explain our options and various scenario's of what was available and achievable. Nik was able to offer information in a clear, patient and well balanced manner.
We are very satisfied with the service and the progress of our investments to date. We have recommended Nik to a friend and would happily do so again.

Kulvinder Athwal

5/5

Ravi Thind is very knowledgeable,professional and has advised me with my financial situation.
The service provided by the company is very good and at a personal level.
I would highly recommend him to my friends and family.