JPA Financial Services Ltd - Kingswinford

Address: Cross Offices, Summer Hill, Kingswinford DY6 9JE, United Kingdom.
Phone: 1384918158.
Website: jpafinancial.co.uk
Specialties: Financial consultant.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended, Free parking lot, On-site parking.
Opinions: This company has 18 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of JPA Financial Services Ltd

JPA Financial Services Ltd Cross Offices, Summer Hill, Kingswinford DY6 9JE, United Kingdom

☎️1384918158

⏰ Open Hours of JPA Financial Services Ltd

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

JPA Financial Services Ltd

JPA Financial Services Ltd es una empresa de servicios financieros con sede en Cross Offices, Summer Hill, Kingswinford DY6 9JE, United Kingdom.

La empresa ofrece servicios de asesoramiento financiero y consultoría, con un enfoque en ayudar a las personas individuales y empresas a alcanzar sus objetivos financieros.

Especialidades

Entre las especialidades de la empresa se encuentran:

Financial consultant.
Asesoramiento financiero.
Consultoría financiera.

Características

La empresa cuenta con las siguientes características:

Característica	Detalle
Online appointments	La empresa ofrece citas en línea para facilitar la comunicación con los clientes.
On-site services	La empresa ofrece servicios en su sede para proporcionar un servicio más personalizado.
Wheelchair-accessible car park	El estacionamiento del edificio es accesible para personas con discapacidad.
Wheelchair-accessible toilet	El baño del edificio está accesible para personas con discapacidad.
Toilet	El baño del edificio está disponible para el uso de los clientes.
Appointment required	Se requiere una cita previa para realizar los servicios.
Appointments recommended	Se recomienda hacer una cita previa para asegurarse de que el asesor financiero esté disponible.
Free parking lot	El estacionamiento del edificio es gratuito.
On-site parking	La empresa ofrece estacionamiento en su sede.

Información de contacto

Para más información sobre la empresa o para solicitar un asesor financiero, puede contactarla a:

Address: Cross Offices, Summer Hill, Kingswinford DY6 9JE, United Kingdom.

Phone: 1384918158.

Website: jpafinancial.co.uk.

Opiniones

Según las opiniones de los clientes, JPA Financial Services Ltd ha recibido una media de 5/5 estrellas en Google My Business.

Los clientes han destacado la buena atención, la honestidad y la profesionalidad de los asesores financieros.

Una de las opiniones destacadas es:

"Rav, el asesor financiero, fue excelente y me dio buenos consejos honestos, teniendo en cuenta el clima general y no estando sesgado en ningún sentido. Fue muy amable y fácil de hablar y respondió a todas mis preguntas relevantes y parecía saber todo lo que decía de golpe."

Otra opinión destacada es:

"Nik ha estado proporcionando asesoramiento financiero excelente para mis necesidades de pensione y jubilación durante alrededor de 5 años y lo recomendaría ampliamente. El buen consejo y el interés genuino en mis necesidades."

Resumen

JPA Financial Services Ltd es una empresa de servicios financieros con sede en Cross Offices, Summer Hill, Kingswinford DY6 9JE, United Kingdom. La empresa ofrece servicios de asesoramiento financiero y consultoría, con un enfoque en ayudar a las personas individuales y empresas a alcanzar sus objetivos financieros.

La empresa cuenta con las siguientes características y ofrece servicios de alta calidad.

Para más información sobre la empresa o para solicitar un asesor financiero, puede contactarla a través de su sitio web o llamada telefónica.

👍 Reviews of JPA Financial Services Ltd

JPA Financial Services Ltd - Kingswinford

Balwant S.

5/5

Rav, the financial advisor was really good and gave me good honest advice taking in to consideration the overall climate and wasn't biased in anyway. Generally was very pleasant and easy to talk to and answered all relevant questions I asked him and seemed to know all the answers off the cuff.

David R.

5/5

Nik has been giving me excellent financial advice for my pension and retirement needs for around 5 years, and I would highly recommend him. Great advice and genuine interest in my needs.

Simon B.

5/5

I have dealt with Nik for several years now since JPA arranged my pension transfer. He has continued to advise me on various matters in a timely and professional manner.

Karen M.

5/5

My husband and I received prompt support and advice from Ravi on navigating our pensions for the purpose of divorce.
It is a complex matter and having someone who is able to explain not only the process but the factors that need to be considered, how different pension schemes operate and the calculations involved, really helped move us to a position of being able to determine what approach was right for us.
Ravi made us both feel very comfortable sharing personal information and was great at explaining the detail and coming back quickly with responses to our queries.
I would highly recommend the services provided and will definitely be going back once all matters are settled. Thank you Ravi

Mitchell M.

5/5

I was paying excessive Management Fees to my previous pension advisers which was impacting my pension growth. Since transferring to JPA i have been very impressed with the attention to detail and care shown by my adviser Nik. I recently asked him to change my pensions managed funds to be more focused towards ESG Sustainable companies. He spent time putting together a detailed proposal pack & talked me through the best options. I highly recommend JPA Financial Services and have recommended them to my son & daughter in law.

Jayne A.

5/5

My husband and I saw Nik to get some advise on future financial planning.
He really helped us see some options that we hadn't even considered.
We can now see where a few small changes will make a big difference for our retirement

Carl B.

5/5

Nik at JPA financial services limited has a very approachable and calm manner, this put us at ease during our meetings. Nik presents as very professional and knowledgeable about the financial sector, he has many years experience working in this profession.
Niks comprehensive questions about our situation and life enabled us to identify our financial priorities. He was able to explain our options and various scenario's of what was available and achievable. Nik was able to offer information in a clear, patient and well balanced manner.
We are very satisfied with the service and the progress of our investments to date. We have recommended Nik to a friend and would happily do so again.

Gary J.

5/5

I cannot recommend Nik Lue at JPA Financial Services more highly for independent financial advice on all aspects of life assurance, investments and pension products.
As someone with 15+ years of experience of working in the financial services industry and as a qualified financial planner, I can honestly say Nik is one of the good guys who genuinely provides impartial, honest and ethical advice.
In my own situation, I took several hours of his time exploring the possibility of transferring some pension benefits and ended up not doing so - all this without him charging me a penny for his time. How often does this happen in the financial services industry? Not very often at all in my informed opinion.
If you're looking for sound financial advice without any hard sell, Nik's your man!
Thank you once again Nik for your insight and expertise.