Jm Wealth

jm wealth is an independent wealth management company with offices located in cardiff, neath and carmarthen. the business works closely with other professional services including solicitors to give a truly holistic service to clients. the business has advisers who have worked closely with solicitors for many years and assisted with clients financial advisory requirements. the company specialises in long term financial planning and assists in helping clients achieve their long term goals.the company also has in house pension transfer specialists who advise on final salary transfers. the areas of finance the business advises on include final salary pension transfers, personal pensions, investments, protection, mortgages and equity release.