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JLT iimia Wealth Management
FSA
Number: 196619
23 Cathedral Yard
Exeter
EX1 1HB
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01392 475904 |
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Email: |
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exeter@jltwm.com |
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01392 259900 |
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Web: |
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www.iimia.co.uk |
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| Contacts |
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Profile |
| Main
Contact: Jacqui Doak |
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Total
No. RIs: 33 |
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Executive: Karen McCaffrey |
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No.
Offices: 12 |
| Compliance:
Chris Giddens |
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Locations:
Bournemouth, Exeter, Falmouth, Plymouth, Northampton, Bracknell, Bristol, Leeds, Liverpool, London, Maidenhead, Manchester |
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Funds
under Management (£M): 244.1 |
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Click here for details of Individual Financial Advisers
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Description
We are a modern, forward thinking company that specialises in providing expert financial advice and common sense investment management. Whatever your situation, we can help you to assess your financial situation by examining your assets, liabilities, income, insurance, taxes and investments and use this information to develop a realistic and comprehensive plan to meet your financial goals.
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