Individual Financial Advice

In our view, financial planning is most effective when carried out as a total package. This means taking account of your overall circumstances, aims and ambitions rather than simply focussing on one part of your financial situation. To do this, we like to spend time getting to know you and understanding your specific needs.

Your financial plan is likely to cover some or all of the following areas, which are supported by our highly qualified and experienced financial planners.

  • Protection – ensuring your goals can be met even if your plans take a turn for the worse
  • Tax Planning – covering Income, Capital Gains and Inheritance Tax
  • Retirement Funding and Planning – both funding and how you take benefits
  • Investment Management – on either a discretionary or advisory basis

Once we are confident that we fully understand your requirements, we will prepare a comprehensive financial plan, summarising your personal situation and your existing position. We operate purely on a fee-basis, giving you full confidence that you are receiving unbiased advice. 

What to do if you have a complaint

If things have gone wrong we are happy to hear from you as it may help us improve our services. If you wish to register a complaint, please contact us:

In writing: The Customer Relations Team | JLT Investment Management Limited | The Colombia Centre, Station Road, Bracknell RG12 1LP

Phone:  +44 (0) 20 3797 7651


We have a complaints procedure that is available on request. For your further protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS).

Full details of the FOS can be found on its website at