JM IFA Ltd

JM IFA Ltd is an independent financial adviser, located in the West End area of Edinburgh We specialise in advising private clients throughout Scotland Everything within our business revolves around our clients, and having effective communications with them at all times Always accessible, we are passionate about what we do and how we do it – we care about our clients and our aim is to form long term relationships Our business continues to grow through recommendations and referrals, and that’s the way we like it

Our independent status means that we’re free to choose from the entire financial services marketplace and deliver bespoke, innovative advice solutions for our clients Our approach to providing financial advice is straightforward We provide friendly, clear, jargon free, transparent advice to develop strategies that are both cost effective and appropriate for our clients ongoing needs and requirements

We provide a comprehensive and personalised service, with a free initial consultation Our financial planning services include: Pensions Planning for retirement is one of the most important investment decisions At JM IFA we can help you with planning for the future

Investments A managed investment strategy is vital to ensuring success Investment markets are now truly global and the range of choices available to investors can now be overwhelming to some

Inheritance In this day and age, helping protect your hard earned wealth is an integral part of any financial plan The key to managing/reducing your IHT liability is good planning

The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK