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Jacob James Group LTD

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Claremont House, 119 Church Street, Malvern, Worcestershire, WR14 2AJ
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https://www.lilactreefinancial.co.uk
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FCA Number: 788614
Website Image of Jacob James Group LTD

Lilac Tree Financial is a reputable FCA regulated firm (No. 788614), nestled in the charming city of Malvern, Worcestershire. They provide comprehensive financial services, specializing in life insurance, tailored investments, and pensions retirement advice. Clients also seek their expertise for final salary pension transfers and strategic financial planning. Serving businesses and individuals in Malvern, Greater Worcester and the surrounding areas, Lilac Tree offers not just financial guidance but a partnership that prioritizes trust, reliability, and sensible financial growth. Situated at Claremont House, on Church Street, their professional yet approachable team makes them highly recommendable to anyone seeking regulated advice for a secure financial future.

Their team includes one mortgage broker. Check FCA registration here.

Jacob James Group LTD are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Jacob James Group LTD from the Motorway

  1. From the M5:
  2. At Junction 1, please take the A38 exit towards Malvern.
  3. Continue on A38.
  4. Upon reaching Twyning Interchange, take the third exit and remain on A38.
  5. Still at Twyning Interchange, take the second exit and continue on A38.
  6. At the roundabout, please take the first exit onto A4104.
  7. Upon approaching the next roundabout, take the second exit onto Hanley Road/B4211 and continue to follow B4211.
  8. Turn left to remain on B4211.
  9. Proceed onto Barnard's Green Road/B4208.
  10. At the roundabout, take the third exit onto Barnard's Green Road.
  11. Finally, continue onto Church Street/B4211. Your destination will be on your right.

List of advisers under Jacob James Group LTD:

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Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.

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