JRC Wealth Management Ltd
Jeremy Cotton
DipIP PFA, CeMap
I pride myself on building relationships based on our core values of experience, excellence of service and integrity to provide clients with the wealth management needed to satisfy immediate and future needs.
About
With over twenty years of working within wealth management, I have the knowledge and experience that you need to be confident that your financial planning is in safe hands.
My expertise covers the broad spectrum of financial planning and will help you and/or your business to:
At the heart of the service offered by myself, is my belief in effective communication to ensure that clients are kept informed of issues that may affect their financial wellbeing. As such I regularly provide a range of newsletters exclusively for my clients, including regular financial Insights and quarterly magazine, The Investor.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
My expertise covers the broad spectrum of financial planning and will help you and/or your business to:
- Grow wealth:
- Preserve assets for long-term financial security;
- Adequately protect assets from potential threats;
- Effectively manage capital and borrowings.
At the heart of the service offered by myself, is my belief in effective communication to ensure that clients are kept informed of issues that may affect their financial wellbeing. As such I regularly provide a range of newsletters exclusively for my clients, including regular financial Insights and quarterly magazine, The Investor.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
Addresses
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SJP Approved 10/01/2024
The Partner Practice 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 advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
JRC Wealth Management Ltd is registered in England and Wales, Number 09120975. Registered Office: 380 Glenalmond Avenue , Cambridge, Cambridgeshire, CB2 8DY.