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About the company

JTM Financial Services Ltd was incorporated on 17 November 2004 as a private limited company.  The Company was formed to take forward the servicing of the client banks of several established Introducer firms.  The principals of these firms had decided to retire from the financial services industry but wanted to benefit from the future renewal and fund based income that these client banks produce.  The Company formed with a client base of some 8,400.

We are committed to treating our clients fairly and welcome any feedback to help us improve our service.

JTM Financial Services Ltd is directly authorised by the FSA and is licenced to give investment advice.  The Company is located in Ferndown Dorset

Our policy is always to deliver best advice for the client.  We take pride in providing independent, whole of market financial advice. We are committed to treating our customers fairly and welcome any feedback to help us improve our service.

A strength of the Company lies in the synergy of the diverse yet complementary skills and experience of the five Directors & staff.

The Company FSA number is 422520 and all our permissable activities can be viewed on the FSA website at www.fsa.gov.uk/. The Company registration number at Companies House is 5289553. For more information check the website at www.companieshouse.gov.uk/.

Our Commitment to You

JTM Financial Services is committed to the provision of a high quality service combined with the desire to build a long and mutually rewarding relationship with its clients. JTM ’s consultants help clients take the appropriate decisions for their personal investment profiles. By being a wholly independent advisory service we can meet clients needs from an extensive range of well established financial institutions and portfolio managers.