JPA Financial Services Ltd - Kingswinford

{
"content": "

JPA Financial Services Ltd is a reputable financial consultant located at Cross Offices, Summer Hill, Kingswinford DY6 9JE, United Kingdom. The company offers expert financial guidance and advice to its clients. The firm can be reached via phone at 1384918158 or through their website jpafinancial.co.uk.

Specialties

The specialties of JPA Financial Services Ltd include providing comprehensive financial planning, retirement planning, investment management, and tax planning services to individuals and businesses.

Other Points of Interest

• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible toilet
• Toilet
• Appointment required
• Appointments recommended
• Free parking lot
• On-site parking

Opinions

This financial consultancy has received 24 reviews on Google My Business, with an impressive average rating of 5/5. Clients have praised the company for its professionalism, expertise, and exceptional customer service.

One such review states, "Having made the decision to retire and take voluntary redundancy, I needed someone to help secure my financial future. Nik was amazing. He gave me clear options ensuring I understood each one. He is extremely knowledgeable and supportive. Nothing was too much trouble, and I am extremely happy with his advice. Nik continues to guide me through this journey and monitors my investments to ensure they are working well. I would highly recommend him."

",
"summary": "JPA Financial Services Ltd is a reputable financial consultant offering financial planning, retirement planning, investment management, and tax planning services.",
"keywords": [
"Financial consultant",
"Financial planning",
"Retirement planning",
"Investment management",
"Tax planning"
],
"word_count": 1059,
"quality_score": 9,
"has__tags": true,
"language_used": "en"
}

👍 Reviews of JPA Financial Services Ltd

Sally P.

5/5

Having made the decision to retire and take voluntary redundancy I needed someone to help to secure my future financially. Nik was amazing. He gave me clear options ensuring I understood each one. He is extremely knowledgeable and supportive. Nothing was too much trouble and I am extremely happy with his advice. Nik continues to guide me through this journey and monitors my investments to ensure they are working well. Would highly recommend him.

Elena G. S.

5/5

In April 2024, I reached out to Mr. Nicholas Lue at JPA Financial Services based on a recommendation from a colleague. Reflecting on that decision, I am glad I overcame my initial hesitation about managing my finances over the phone. The team conducted a comprehensive analysis of my personal and financial situation, presenting a variety of well-explained options. Mr. Lue's patience and lack of pressure in guiding my decisions stood in stark contrast to my experiences with previous advisors. I intend to continue my collaboration with JPA and wholeheartedly recommend their services to anyone, like myself, who has limited knowledge of financial matters.

Rhyan T.

5/5

I had a great experience with Nik helping me to set up my life insurance cover, he explained the several types that were available and got me several quotes to see what would work best for my budget. After he’d given me plenty of time to look through and choose the right one, he set it all up for me. Would 100% recommend Nik very professional, helpful and knowledgeable! Cheers Nik!

Linda H.

5/5

My husband and I have received excellent support and advice regarding financial matters from Nik at JPA. He is always contactable and prompt. We would have no hesitation in recommending him and his company.

Victoria F.

5/5

I was taking early retirement from work on the grounds of ill health.
Pensions are not easy to understand. Nik presented information on a way that made sense to me. He ensured I knew what he was talking about and spent as long as necessary to do this.

Balwant S.

5/5

Rav, the financial advisor was really good and gave me good honest advice taking in to consideration the overall climate and wasn't biased in anyway. Generally was very pleasant and easy to talk to and answered all relevant questions I asked him and seemed to know all the answers off the cuff.

Dianne D.

5/5

Very happy with all advice Nik gave me regarding my pension.

David R.

5/5

Nik has been giving me excellent financial advice for my pension and retirement needs for around 5 years, and I would highly recommend him. Great advice and genuine interest in my needs.