What JTFM Is All About
JTFM provides expertise, support, and guidance to those navigating challenges in wealth management. The process always begins with a clean sheet of paper. They listen carefully to clients and their advisers, working closely to understand specific needs and objectives. Once these are clear, a focused plan is designed to achieve them. But here’s the thing — experience shows that flexibility is key. As plans progress, clients’ needs can unfold and get complex, so adapting along the way is not just helpful, it’s essential.
The Main Benefit of Working with JTFM
Choosing JTFM means tapping into a wealth of knowledge and a tailored approach. Here are some key figures and facts that highlight what they bring to the table:
- B Corp score of 111.5, reflecting strong commitment to social and environmental performance
- Authorised and regulated by the Financial Conduct Authority (Reference Number: 627757)
- Company registered in England & Wales (No 09021454)
- VAT Number: 222 8026 39
- Registered Address: Victoria House, 50-58 Victoria Road, Farnborough, Hampshire, GU14 7PG
How JTFM Approaches Wealth Management
Their approach is refreshingly straightforward. Starting with a blank canvas means no assumptions, no cookie-cutter solutions. They listen first — really listen — to understand what matters most to each client. Then, they craft a plan that’s clear and focused, designed specifically to meet those goals. But it doesn’t stop there. The team knows that life happens, circumstances change, and so the plan must be flexible enough to evolve alongside the client’s journey.
Why Flexibility Matters in Financial Planning
Financial plans aren’t set in stone. JTFM’s experience shows that the ability to adapt is invaluable. As clients’ situations develop, sometimes in unexpected ways, having a plan that can shift and respond is crucial. This flexibility helps ensure that objectives remain achievable, even when the path to get there isn’t perfectly straight. It’s about being proactive, responsive, and always aligned with what the client truly needs.
Contacting JTFM
If someone believes JTFM might be able to help, reaching out is straightforward. They’re happy to hear from potential clients and advisers who want to explore how their expertise can make a difference. Contact details are clear and accessible, making the first step easy and welcoming.
JTFM’s Impact on Sustainable Development Goals
- SDG 8: Decent Work and Economic Growth — supporting responsible wealth management
- SDG 12: Responsible Consumption and Production — promoting sustainable financial practices
- SDG 17: Partnerships for the Goals — collaborating with clients and advisers for shared success
Where to Find JTFM
JTFM operates from Spaces, Austen House, Station View, Guildford GU1 4AR. They can be reached by phone at +44 (0)20 3393 1044 or via email at contact@jtfm.co.uk. Their registered office is located at Victoria House, 50-58 Victoria Road, Farnborough, Hampshire, United Kingdom, GU14 7PG. This clear presence ensures clients know exactly where to turn for trusted investment consulting.
