Independent Financial Advisor in Birmingham

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Jobson James, Independent Financial Advisors in Birmingham, offer arange of financial planning services spanning all areas of this wide spectrum. Our services include investment advice, life assurance and pension planning after undertaking a thorough and objective review of your existing arrangements.

Jobson James was formed in 1991 and today holds an excellent reputation across both corporate and private clients providing independent financial planning advice, on an ongoing basis.

We maintain a strong focus on customer service and staff training ensuring that skill levels remain high along with staff retention. The firm employs a skilled team at its Edgbaston headquarters and provides specialist financial planning advice to more than 2,000 personal clients and 150 corporate clients across the UK.

Jobson James works with both corporate and individual clients. Its success and the leading position it has developed is attributed to its strong, professional corporate culture and a business model which is built on a highly qualified and experienced workforce.

The principle steps that we carry out in the planning process include:

1. Review your present financial situation including income and expenditure, assets and liabilities and relevant tax position.



2. Identify your financial aims and objectives taking account of present and future obligations and needs.



3. Recommend and implement a financial strategy selecting from a wide range of available investment, insurance and pension plans as appropriate, specifically chosen to meet your individual requirements.

The services of our company are designed to provide you with the necessary solutions to help ensure that you are financially organised to create as much wealth and security as possible for you and your family.

As we work with you to achieve your aims and objectives, we look forward to becoming your first and primary source of financial advice.

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