Jo Powis Financial Planning Limited

: Hall Farm, High Street, Sproughton, Ipswich, Suffolk, IP8 3AN

: FCA Number: 967623

Website Image of Jo Powis Financial Planning Limited

Jo Powis Financial Planning Limited, located in Sproughton, a stone's throw away from Ipswich, Suffolk, is a trusted FCA-regulated institution (No. 967623) committed to providing meticulously crafted, regulated advice on various financial matters. They specialize in life and investments, offering robust pensions retirement advice and expert handling of final salary pension transfers. As a cornerstone of their services, they also provide comprehensive and personalized financial planning, often aiding local families and first-time investors alike. The team based at Hall Farm, High Street prides itself in its approachable demeanor and bespoke services, ensuring clients across the Suffolk region feel confident and secure in their financial future.

Their team includes one financial adviser. Check FCA registration here.

Jo Powis Financial Planning Limited 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.

List of advisers under Jo Powis Financial Planning Limited:

Jo Powis Financial Planning Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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