Capital Investment in JPM Wealth Management
Modern wealth management is about more than just numbers – it’s about emotions, dreams, goals and looking to the future. We understand you’ve worked hard for your money, now your money needs to work hard for you.
Typical investment challenges faced by our clients
With many investment opportunities available today, it’s no wonder so many people find the subject overwhelming. Some of the most common concerns for our clients include:
How much should I invest?
This depends on your goals and plans for the future. Our bespoke planning service will guide you through the planning process, providing you with a clear idea of how much you will need to invest to achieve your goals.
How should I invest my capital?
JPM Wealth Management provide expert guidance and recommendations on how and where to invest your capital. With most clients having medium to long term time horizons we provide strategies to suit your circumstances including but not limited to capital preservation, growth and income. We will create a wealth management plan based on your personal circumstances.
How do I know that my money is invested responsibly?
All of our investment recommendations are based on tolerance for risk and time frame. We focus on long-term opportunities that reduce risk while delivering results.
Our approach to investment
There are five steps to our investment process:
Get to know you
In order to provide valuable investment advice, it’s important that we learn all about you. We need to understand what you are looking to achieve from your capital and over what timeframe, we will also assess your attitude to risk.
Crunch the numbers
Using the information you’ve provided, we will then compare your finances with your future goals so we can develop an investment plan for your capital.
Discuss your options
Our advisers will make recommendations based on your circumstances, designing an investment strategy that suits you. We endeavour to preserve capital and increase its value over time, with a view to achieving higher rates of return over leaving the money in a bank, where it would earn very little interest.
Implement your investment plan
Once you are happy with your plan, we’ll help you put it into action right away. We’ll open any investment accounts you may need and handle everything for you, so you can sit back with piece of mind your capital will be working for you.
Ongoing reviews
Investment is an ongoing process that needs to be regularly reviewed and monitored to ensure you make the most of your money. With JPM Wealth Management, you’ll have continued support to ensure you’re moving in the right direction.
Get in touch with JPM Wealth Management today to receive a complimentary planning assessment and find out how we can help you.
Build a better tomorrow today!Receive a complimentary Capital Investment in JPM Wealth Management assessment
FAQs
Investing capital is the process of managing your finances carefully to help you achieve your goals in the future and achieving higher rates of return than leaving cash in the bank. This could mean saving for a round-the-world trip, planning for a future legacy, or simply increasing the value of your capital so you can enjoy a better lifestyle.
Our tailored approach to wealth management has been designed to allow us to work around you. While some of our clients are looking for a short-term boost to their capital, others are making long-term retirement or legacy plans that span 20 years or more.
When you work with JPM Wealth Management you’ll be working with industry experts. We’ll help guide you through the many different aspects of wealth management and financial planning so you can simply focus on your long-term goals.
We have access to a full spectrum of asset classes and our experts have knowledge and experience of different markets around the world to provide our clients with the best possible investment options.
No, we offer a complimentary financial assessment. This gives you the opportunity to work with us and make sure you’re comfortable before exploring your investment options.
We have options available from $10,000 USD. Our expert advisors will help you create a plan that works around your finances, regardless of your starting point. We advise many high net worth individuals as well as those of modest means.
All of the investment plans offered by JPM Wealth Management are portable, so you can continue planning for your future no matter where you are.
You can invest in USD,GBP & EUR.
As part of our investment service we will regularly reassess your options. As your circumstances, finances or plans change, we’ll help you reconsider the best investment opportunities to help you achieve your revised goals.