Wealth Management

JLT Wealth Management provides services and solutions to employers and individuals who have a requirement for financial planning. This could typically include investment portfolio construction and monitoring, sophisticated inheritance tax planning and ‘at retirement’ advice around pension income options.
Our aim is to form a relationship of understanding, trust and collaboration. As with all our clients, we will work with you to attain your financial goals and meet your financial needs in the years to come.
To ensure a high level and quality of advice, our charging structures are fee-based and we are able to work with any of your existing policy providers and advisers. We have highly qualified financial planners across the UK who can provide a common sense approach to Wealth Management.
Our specialist areas for individuals include: