About Us

JPB Financial Planning Ltd are an Independent Financial Advisory (IFA) firm based in Macclesfield, Cheshire which was established in 2016 by three directors who collectively have over 40 yearsÂ’ experience within this sector.

They appreciate that every client has different needs and requirements with some clients needing very straightforward help and advice, whereas others maybe more complex, but their aim is always the same - to ensure that whatever the situation they are always intent on providing a truly personal service and one that ensures that their clients achieve their aims and ambitions.

JPB Financial Planning provide specialist financial advice to individuals on Investment Planning, Pension Planning and 'At-Retirement' advice, Family Protection, Tax and Estate Planning, and Long Term Care.

They can also provide specialist advice to corporate clients on matters such as Auto-Enrolment, Keyman insurance and Shareholder/Partnership protection.Other services we provide: Accounting

Services & Products we offer

• Financial Planning
• Investment Planning
• Pension Planning
• At-Retirement Advice
• Family Protection
• Tax and Estate Planning
• Keyman Insurance
• Shareholder/Partnership Protection

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