JLT iimia Wealth Management


FSA Number: 126152

Bickland House
Bickland Water Road

Falmouth
Cornwall
TR11 4SB
 
Tel:   01326 377 990   Email:   falmouth@jltwm.com
Fax:   01326 377 011   Web:   www.iimia.co.uk
DX:          

Contacts     Profile
Main Contact: Phil Blease     Total No. RIs: 7
Chief Executive: Karen McCaffrey     No. Offices: 12
Compliance: Chris Giddens     Locations: Bournemouth, Exeter, Falmouth, Plymouth, Northampton, Bracknell, Bristol, Leeds, Liverpool, London, Maidenhead, Manchester
    Funds under Management (£M): 244.1
 

Click here for details of Individual Financial Advisers

 

   

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.
 

 

 

 

 

 

   
 
© SIFA 2010