A Partner Practice of St. James's Place Wealth Management

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Joe Jobling

DipPFS
I believe that the quality of advice given is very important and therefore qualifications are important. I am continually updating my knowledge in this ever changing industry.

About

Joe Jobling has worked within Financial Services since 1997 and has specialised in offering expert advice in a wide range of important areas of financial advice.

The essence of the company is to provide personal and tailor made wealth management advice, whilst always applying the four pillars of the business: first class service, honesty, integrity and professionalism.

We have a simple function, make finance understandable, provide an exceptional service, and ensure we always fully understand the needs and aspirations of our clients.

It is often a frustration to people that their affairs have not been regularly reviewed, and a cornerstone of my commitment to service is a promise to meet each client on an annual basis, or more often if required.

I aim to keep clients aware of the most up-to-date information and opinions within the markets.
Joe Jobling

The Grainger Suite, Dobson House, Regent Centre, Gosforth, Newcastle Upon Tyne, NE3 3PF

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

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
I have entrusted my financial planning to Joe Jobling for a number of years. I believe he has put my interests first, giving sound and trustworthy advice. I have and will continue to recommend Joe to family and friends as the service and support I receive from Joe has always been great.
Mr Gordon Lockhart | Farmer, Wigton
Joe has always been active in keeping me informed of my portfolio performance. He gives a consistently high level of service and support, and provides robust, reasoned and trustworthy advice. I would not hesitate in recommending him to anyone.
Simon Taylor | Director, Gosforth
I would have no hesitation in recommending Joe Jobling Wealth Management services to any of our friends or colleagues. The information, advice and in depth knowledge that Joe brings to the very important subject of investing for a secure retirement/future has been invaluable over the past two years and has enabled us to plan for what is hoped to be financially secure for many years to come.
Stephen Sealy | Manager, Cumbria
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.
I have confidence that Joe has my best interest when investing my money. I am happy to recommend him to other potential investors.
Lesley McLean | Doctor (Retired)
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.
I have always found Joe to be open, honest and engaging. He offers the very best advice from his extensive knowledge and experience in the financial sector. His advice is always supported by graphs/projections and literature. I value our business relationship and would not hesitate in recommending Joe to my colleagues.
Ian Hamilton | Instructor (Oil & Gas), Newcastle upon Tyne
I contacted Joe as I needed some advice around financial planning for retirement. I had obtained a pension forecast but needed advice around realising an income which would best suit my needs, whilst also ensuring that I had sufficient savings for the future. From the start Joe was very professional, listened to me and quickly grasped exactly what were the best options for me. I felt that I could trust him. He assessed my attitude to risk straight away and recommended options that appeared to make the most of my savings and future needs. He always followed the verbal advice with a written plan and assured me that there would be a regular review of the portfolio to ensure that this was always in line with my needs and objectives. Since first meeting Joe, I have recommended him to other people who are looking for sound, personal financial advice.
Name Supplied | Midwife, Whitley Bay
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.
We are delighted with the help, guidance and expertise he has given us, and feel that our finances are now in order. We look forward to his invaluable support for many years to come and would confidently recommend him to anyone.
Mr & Mrs A Swan | Retired
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.
Joe Jobling has been providing us with sound financial advice for many years now, but crucially over the first few years of our retirement. He has always taken the time to present this advice in a comprehensive, realistic but unpressurised way that has given us the confidence to invest with clarity.
Name Supplied
We would definitely recommend to friends, also we can contact him almost on demand with any problems that may arise. If in the area he will call to see us. As well as keeping up to speed with business matters also by mail or phone! At this point in time, his business matters are first class. We wish all the very best for the business and future.
Mr R Scholey | Retired
Joe Jobling has given us sound, informed advice on our investments and keeps us up to date with market trends. I would not hesitate to recommend him to anyone.
Mrs D Mackay | Retired Teacher
I have been extremely satisfied with the service and advice provided by Joe Jobling since appointing him to manage my financial affairs. I find him to be an open, honest and trustworthy person. I would not hesitate in recommending him to anyone.
Name Supplied | Retired
I have dealt with Joe Jobling for many years and have found him to be honest and reliable. He has always put my interests first by giving sound and trustworthy advice. I have no hesitation in recommending Joe to anyone. The service and support I receive from Joe has always been exceptional.
Name Supplied | Contracts Adviser
The reason I opted to use Joe was quite simple, he takes the time to really listen and understand my requirements and then does a proper search against those requirements. I have felt completely confident in the professional advice given to me. I would not hesitate in recommending him to anyone.
Name Supplied
Joe is friendly and enthusiastic, happy to discuss and explain anything that I don’t understand. In the few months that I have been with him, my finances have improved and are better organised and so, to date, I would recommend him.
Chiropodist
Always keeps things easy to understand. Would have no problem in recommending him. Very pleasant to deal with.
Mrs Ann Hodgson
During all my conversations with Joe Jobling I have found him to be very personable and likeable. It has always been easy to talk business with him, and any advice he has given me has always been helpful and easy to understand. I look forward to receiving lots more reliable financial advice from him in the future.
Mr K Houghton
I met Joe Jobling a few years ago now. I was extremely impressed by his natural ability to make you feel comfortable and confident, and also with his level of knowledge and experience within the finance/investment sector. The service that Joe provides is always to an exceptionally high standard. Joe always gives sound advice and trustworthy rational solutions to given situations. The ideas/elements Joe has raised throughout our discussions have been exceptional, along with the service and support. I would most definitely recommend Joe Jobling for any investment/finance matters to my friends/family.
Name Supplied

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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.

Joe Jobling Wealth Management Ltd is registered in England and Wales, Number 7977023. Registered Office: 6 Lavendon Close , Cramlington , Northumberland , NE23 7XS.
Joe Jobling
Joe Jobling Wealth Management Ltd