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JMS Financial Services

approach

Our approach

We make sure we take the time to understand your needs, goals and preferences before we make any recommendations. Our company ethos is to provide a bespoke and personal service to each and every client. We prefer an old-fashioned approach to business relationships where Integrity, Reliability and Transparency are the backbone of our sales process and where you will speak to Advisers not salespeople.

Our initial meeting and advice is free. We believe that clients should be able to discuss their needs and objectives safe in the knowledge that the initial advice and recommendations are without charge. We provide, in writing, a full explanation of costs that apply. We understand that every client is different, and our financial planning approach is tailored to reflect this. Until a thorough understanding of our client's requirements are identified we do not proceed to the next stage.

With that knowledge, we can identify the products that will enable our clients to achieve their goals, delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost. Our final proposals are well researched and constructed on the basis of what's best for our clients and nobody else. And, of course, we are prepared to work alongside our clients' accountants and solicitors.

 

Understanding Clients

Our years of expertise have enabled us to establish a process where we are able to move quickly, particularly where sales are involved and speed is crucial. Where a successful bid has been made on a property we will contact the selling agents (usually the same day) to reassure them of your ability to secure a Mortgage.

JMS Financial Services understand that our clients lead busy lives and our objective is to alleviate the stress involved in buying a property or re-mortgaging your home. We undertake all contact with the parties concerned, Estate Agents, Solicitors & Lenders and provide regular updates throughout the process right until the day of completion.