J M S Wealth Management

Who we are

JMS Wealth Management stands out as a trusted financial advisor, providing tailored solutions to clients across various financial goals and circumstances. Led by Justin Stevens, a seasoned professional with over two decades of experience, our team prioritizes client-centered advice and exceptional service.

What we do

We offer a comprehensive array of services to empower our clients to achieve financial stability and fulfillment. Our expertise encompasses:

Investment Planning

• Developing personalized investment strategies aligned with your individual goals and risk tolerance
• Implementing sophisticated portfolio management solutions for optimal returns
• Continuous monitoring and rebalancing to ensure portfolio alignment over time

Inheritance Tax Planning

• Comprehensive analysis of your assets and liabilities
• Tailored mitigation strategies to minimize inheritance tax exposure
• Efficient execution of your estate plan with clear communication and transparency

Retirement Planning

• Comprehensive assessments of your retirement savings and goals
• Personalized strategies to maximize your contributions and retirement income
• Guidance on navigating complex pension schemes and retirement options

Our approach

We strongly believe in collaborative wealth planning, ensuring open communication and transparency throughout the process. We take the time to understand your unique financial situation, goals, and concerns. Together, we formulate achievable and sustainable plans to meet your individual needs.

Our values

At JMS Wealth Management, we uphold the following values:

• Integrity: We uphold the highest ethical standards and act with transparency in all our dealings.
• Professionalism: We maintain the highest standards of expertise and competence in our field.
• Client-centeredness: Your needs and goals are our top priority.
• Personalized service: We tailor our advice and strategies to your unique situation and aspirations.

Client testimonials

"Justin has been our financial advisor for many years and I have felt happy to leave all my finances to him knowing that everything he does will be in my best interest." - Mr. P A Clark, Retired, Southampton

"Peter has always dealt with us in a thoughtful, genuine, and professional manner. We have total trust in him throughout these exceptionally difficult times." - Jeffrey Piper, Client, Waterloovile