JLT Wealth Management

 

JLT Wealth Management is an integral part of JLT Employee Benefits. As the name suggests, we offer quality financial advice. In addition, we have our own in-house Discretionary Investment Management Services via JLT Investment Management Limited.

We understand that the individuals using our Wealth and Investment Management services demand the highest standards of professionalism and discretion. Therefore, we take an approach which strives to:

  • Understand your needs
  • Assess your financial situation
  • Document and present our proposals clearly
  • Implement your financial plan
  • Monitor and refine your plan on a regular basis

We look to form a relationship of understanding, trust and collaboration, and we will work with you to help attain your financial goals and meet your financial needs in the years to come.

To ensure high level and quality  advice, our charging structures are fee-based and we are able to work with any of your existing policy providers and advisers.

Please take the time to have a good look through our website, http://www.jltwm.com/ find out more about the full range of services and advice we can provide including.

  • Retirement Funding and Planning - including SIPPS and SSAS's provided by JLT Premier Pensions
  • Tax Planning - covering Income, Capital Gains and Inheritance Tax
  • Personal Protection - ensuring your goals can be met even if your plans take a turn for the worse
  • Investment Management - on either a discretionary or advisory basis
  • Long Term Care Planning
  • Offshore Investments
  • Member Advice Services
  • Investment advice for Trusts and Charities


Contact Details

Graham Cooke

Senior Consultant

JLT Wealth Management
Columbia Centre
Station Road
Bracknell, RG12 1LP
[T]: 01344 381694