Additional Services
Wealth Management
JLT Wealth Management Limited is a UK based independent
financial advisor.
As well as
providing advice to individuals; JLT Wealth Management Limited also
works closely with employers to provide financial advice to
their employees.
With a
nationwide team of experienced advisors, JLT Wealth Management
Limited is able to offer a wide range of fee based services
including:
- Retirement planning
- Tax planning
- Investment Management
- Personal Protection Cover
- Long Term Care Planning
- Offshore Investments
- Investment advice for Trusts and Charities
JLT Wealth Management Limited also offers an in-house
Discretionary Management Service (DMS) via JLT Investment
Management Limited (JIM).
JIM offers
a bespoke investment management service that provides clients with
the peace of mind needed in an uncertain investment climate. Each
client's portfolio is structured based on their situation and
attitude to risk.
Our DMS is
highly flexible and brings the full capabilities of our experience
to each client's portfolio. They receive a personal service from a
designated investment manager who is there to assist and
manage their investments.
For further details, please visit our website.