JBM Wealth Management Ltd - Exmouth

Isabel J.

I found JBM Wealth via unbiased.co.uk, looking for Financial Advisors near me, as my family were searching for an advisor to get quotes for an Immediate Care Annuity for my elderly grandmother who had recently moved into a nursing home. I spoke to a couple of possible advisors, as well as JBM, who were the clear favourite of our list because of how kind and comprehensive they were even in the initial free consultation. Barry and Philippa then went above and beyond to make sure we got several competitive quotes for annuities, always working hard to chase the information we needed and talk us through the complexities and risks involved. They were kind, professional, and excellent value for money. I cannot recommend them enough, and am so grateful. The peace of mind the family now has knowing my Grandmother's care is paid for no matter what else happens is priceless. Thank you Barry and Philippa!

Paul C.

I’ve have been a client of JBM since 2020, so 5 years now and I can’t speak highly enough of them. The advice and support I receive from them is for my pensions, investments, inheritance tax/succession planning and protection. The performance to date has been very positive and as a result I am confident that that I am on track to achieve my objectives which I haven’t really felt in the past.

Getting the correct advice is very important to me and my move to JBM is definitely proving to be one of my better financial decisions, there is a cost for the advice of course but I believe that you get what you pay for.

I initially contacted JBM following a recommendation from a very good friend of mine and I have since recommended them to another friend, who is now a client too! I would recommend again to other friends and family without any hesitation.

Joanne

My financial circumstances have become very complicated in recent months and I really needed some impartial advice . Barry noted all of my details, concerns and issues and provided really useful easy to understand advice for me to use in the short term Going forward things could change again so I wouldn't hesitate in going back to take my finances in a different direction.

The practice is very friendly and well run and I would recommend their services to anyone.

David B.

Barry and the team have provided first rate advice and support over many years. Highly recommended
Liz and Dave

Jonathan W.

Having been recommended Barry Martin of JBM Wealth Management by a family friend, I arranged a call with him to discuss how best to manage my elderly mother's savings in order to ensure that it lasts as long as possible during a period when she is in need of regular carer visits. Barry was helpful and made suggestions that were always focused on preserving my mother's funds for as long as possible, rather than encouraging investments that could be risky and ill-advised.

jeff R.

Contactd JBM for advice on investing lump sum to cover nursing home fees for my mother.The response was quick,comprehensive and relevant,delivered in a helpful and realistic manner.Would recommend to others going through same process.
Jeff Russell

Barrie J.

Excellent attentive, supportive and independent advice. A pleasure to deal with!

Hugo D.

I would highly recommend this company, a very approachable, personable, tailor made service with an efficient and effective strategic delivery.