JPA Financial Planning Ltd

JPA Financial Planning Ltd JPA Financial Planning focus on solving problems and helping put financial plans in place.

Bethan Grant - PSS 👋Bethan joined JPA in June 2026 having previously worked in customer facing jobs and believes she has...
08/09/2026

Bethan Grant - PSS 👋

Bethan joined JPA in June 2026 having previously worked in customer facing jobs and believes she has carried the skills gained with her. She thoroughly enjoys working with the rest of the team and learning and developing her skills. Outside of work she enjoys spending time with her family, friends and dog, as well as cooking and going on holidays.

WeekWatch - 07/09/2026In John Healey's major speech since becoming chancellor, and ahead of his first Budget, he sought ...
07/09/2026

WeekWatch - 07/09/2026

In John Healey's major speech since becoming chancellor, and ahead of his first Budget, he sought to create a sense of optimism. However, rumours about thousands of job losses at Jaguar Land Rover (later confirmed) swirled before his speech, highlighting the challenges still faced.

Read more from our latest blog 👇

https://www.jpafinancialplanning.co.uk/article/detail/sjpp/weekwatch-07-09-2026.html

07/09/2026

Generational inheritance tax can mean double taxation across generations. We help families plan how wealth is protected and accessed, so children can receive it in the way they want, with tax considered.

How are you planning for your family’s future access to wealth?

Watch full episode here: https://www.youtube.com/watch?v=I5mNxbemV9E

To discuss how we can support you, contact us at [email protected]

JPA Financial Planning Ltd is an Appointed Representative of and represents only St James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advertising solely on the Group's website at www.sjp.co.uk/products.

SJP Approved 10/08/2026

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06/09/2026

Helping vulnerable people can mean structuring assets in a trust, so means-tested benefits are not necessarily stopped on receipt of an inheritance, providing added protection and support.

What questions do you have about trusts and means-tested benefits?

Watch full episode here: https://www.youtube.com/watch?v=I5mNxbemV9E

To discuss how we can support you, contact us at [email protected]

JPA Financial Planning Ltd is an Appointed Representative of and represents only St James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advertising solely on the Group's website at www.sjp.co.uk/products.

SJP Approved 10/08/2026

05/09/2026

Many people avoid talking about money and death, yet inheritance tax planning needs constant review. We help clients grow wealth wisely, potentially reducing estate tax exposure through gifting and trust strategies.

How are you planning to grow and protect your wealth?

Watch full episode here: https://www.youtube.com/watch?v=I5mNxbemV9E

To discuss how we can support you, contact us at [email protected]

JPA Financial Planning Ltd is an Appointed Representative of and represents only St James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advertising solely on the Group's website at www.sjp.co.uk/products.

SJP Approved 10/08/2026

04/09/2026

If you have more than one adviser, ensure their advice aligns, so you are not left out of pocket. Thoughtful estate planning and financial guidance can protect your goals.

Have you checked whether your advisers coordinate their recommendations?

Watch full episode here: https://www.youtube.com/watch?v=I5mNxbemV9E

To discuss how we can support you, contact us at [email protected]

JPA Financial Planning Ltd is an Appointed Representative of and represents only St James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advertising solely on the Group's website at www.sjp.co.uk/products.

SJP Approved 10/08/2026

03/09/2026

When planning your will and investing, getting the documents right first helps protect assets, avoid tax issues, and ensure your wealth passes to the right people, with clear control.

How do you ensure your will and investments align with your wishes?

Watch full episode here: https://www.youtube.com/watch?v=I5mNxbemV9E

To discuss how we can support you, contact us at [email protected]

JPA Financial Planning Ltd is an Appointed Representative of and represents only St James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advertising solely on the Group's website at www.sjp.co.uk/products.

SJP Approved 10/08/2026

What a fantastic review from one of our clients 🤩
02/09/2026

What a fantastic review from one of our clients 🤩

Address

27a London Street
Fairford
GL74AQ

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+447876448565

Website

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