Savings Plans in JPM Wealth Management
Savings plans often form the basis of building a nest egg. The fact is, the sooner you start, putting money away, the more you stand to accumulate. you want to invest a lump sum or put money away each month, JPM Wealth Management has the experience to help you make the most of savings opportunities available.
Savings plan challenges faced by our clients
Saving for a better future can feel like a daunting task. Some of the most common questions asked by our clients include:
How much do I need to save?
The amount you’ll need to save depends entirely on your goals and plans for the future. We can help you put together a bespoke savings plan so you can feel confident that it’s manageable but significant enough to enable you to achieve your goals
What kind of savings plans do you offer?
We offer a wide variety of savings plans from many of the world’s leading offshore investment providers. All the savings plans are portable, and should you leave, you can take your savings plan with you.
What if my circumstances change in the future?
When building a nest egg over time, you need the flexibility to adjust your plan as your circumstances change. All savings plans we offer have the flexibility to adjust to your circumstances and our advisers are on hand to provide the right advice at the right time.
Our approach to savings plans
There are four steps to our savings plan process:
Learn about you
To provide you with the best options possible, we have to learn all about you. We’ll ask you about your life, your finances, your plans and your priorities as you look towards the future.
Explore your options
We’ll analyse the figures and present you with the best suited savings plans to meet your requirements.
Begin your savings plan
We will help you get started with your savings plan, we’ll handle all the paperwork and are on hand to answer any questions you may have as you begin working towards your goals.
Ongoing reviews
As part of our service we will provide ongoing help with reviewing your circumstances and savings plan with you, so you can continue to make the most of your savings.
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 Savings Plans in JPM Wealth Management assessment
FAQs
There are many great savings opportunities available. At JPM Wealth Management, we work hard to find the right options for our clients by learning about your current situation and your goals. We then use this information to create your personalised savings plan that will help you save as much as you are able to on an ongoing basis.
We don’t have a set timeframe for our savings plans. Instead, we’ll discuss and work out a time frame suitable to your circumstances.
Not at all. We focus on creating simple, easy-to-follow savings plans based on our own knowledge of financial markets and investing, so all you need to do is look to the future and we take care of the rest.
Your initial meeting with JPM Wealth Management will be complimentary. We believe this makes it easier for you to assess our suitability without any pressure.
We have savings plans starting at $300 pm. However, the amount suitable for your own goals and circumstances will be different to the next person, so we create a bespoke plan based on your personal finances.
All our savings plans are portable, so if you decide you wish to relocate you can simply take it with you.
You can invest in USD,GBP & EUR.
As part of our service, we will regularly review your savings plan to ensure it is still working as efficiently as possible. If we feel changes need to be made or you choose to modify your priorities, our experts will make the alterations as soon as possible.