The team at JB Financial Advice has many years’ experience providing practical financial planning advice to people, families and businesses in Staffordshire and the surrounding area.
We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients.
This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.
At JB Financial Advice, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.
John Barlow
I started working in Financial Services in 1988 as a Financial Adviser for Prudential. This gave me a great grounding as it showed me the value of providing a first class service. I worked as a Financial Adviser for other similar companies and made the leap to an Independent Financial Adviser in 2003.
I’ve built up a fantastic & loyal customer base since then by concentrating on a high level service, backed by sound financial advice. I like to think my clients continue to support me by placing their trust and repeat business with me and providing personal recommendations in the form of referral clients.
My long term objective is to continue to look after the Financial needs of my clients and add similar high quality clients to my business.
In my spare time, I like cycling and travelling when I get the chance.
Karl Barlow
Karl started working with me when I set up my business, he is currently studying for his Financial Planning Diploma to be the back office and systems operator and Paraplanner for JB Financial Advice Ltd. Whatever responsibilities I give him, he excels.
In his spare time Karl likes playing computer games with his friends.
Testimonials
“We have been very pleased with the help John has given us over many years. Our investment has performed very well, and he always responds to our calls quickly and we know he will come out and see us whenever we need him. We would always recommend John’s services without hesitation.”
Simon & Jill, Leamington Spa
“We had a plan to move to our dream location. John arranged the investment planning to ensure we had the funds to be able to achieve this. We value his ongoing service and know we are in very capable hands.”
Roger & Judith, Somerset
“Having been using the service for 15 years. The peace of mind that is provided is priceless sound financial planning is a great bonus.
John is helpful and more importantly available to answer any queries whether via email or phone. I would recommend John as I have had his assistance with pensions, investments and mortgages.”
Ranjeet, Coventry
Here to help
My aim is to help clients achieve their Financial Objectives. Whether that is planning for retirement, managing their investments or arranging a mortgage and protection plans.
I believe in a straightforward approach, and this is achieved by getting to know what your current requirements are. I will make a recommendation that is specific to your requirements which are suitable for your specific individual circumstances. These should be monitored and reviewed regularly to ensure that they remain suitable for changing needs and circumstances.
Want to know more?
To find out more or to arrange a meeting with us, please call
07880 703543, or email john@jbfinancialadviceltd.co.uk