JCB Wealth Management

: 30 Lombard Street, London, City of London, EC3V 9BQ

: FCA Number: 439618

JCB Wealth Management, found on Lombard Street in the heart of City of London, provides regulated, trustworthy financial planning and advice to residents in London and surrounding regions. As an FCA regulated firm under number 439618, JCB specialises in offering expert guidance on life, investments, and financial planning, along with pensions retirement advice and final salary pension transfers. With a client-oriented approach, JCB Wealth Management is often sought after by those seeking reliable and personalized financial services. Their professional yet friendly team makes navigating the complex world of finance manageable and stress-free, highlighting their commitment to their clients' financial wellbeing and future success.

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

JCB Wealth Management 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 JCB Wealth Management from the Motorway

From the M1, you should exit at junction 2 onto the Barnet Bypass, otherwise known as the Great North Way or A1. Continue straight along the Barnet Bypass, also known as the North Circular Road, the Great North Way, or A406. Please follow the North Circular Road or A406.
Take a slight right onto Falloden Way or A1 and continue to follow Falloden Way. This will then continue onto Lyttelton Road, followed by continuing onto Aylmer Road or A1. Take a right turn onto Archway Road or A1, followed by another right turn onto St John's Way or A1.
St John's Way or A1 will turn slightly right and become Junction Road. Make a slight left onto Brecknock Road or A5200 and continue to follow A5200. Ensure to keep right to continue on York Way or A5200. York Way or A5200 will turn left and become Wharfdale Road or A5203.
Make a right turn onto Caledonian Road or A5203, followed by a left turn onto Pentonville Road or A501. Make a slight right onto King's Cross Road or A201. Continue straight to stay on King's Cross Road or A201 and continue to follow A201. You will enter a toll zone, leave it after 450 meters, re-enter it after 500 meters at Attneave Street, leave it again after 900 meters, and re-enter it once more after 950 meters at Ray Street.
Turn left at Ludgate Circus onto Ludgate Hill, entering and subsequently leaving a toll zone. Continue onto St. Paul's Churchyard, furthermore onto Cannon Street, entering a toll zone and leaving it after 250 meters at Bow Lane, then re-entering it after 700 meters.
Make a slight right onto Eastcheap, followed by a left turn onto Philpot Lane. Take a right turn onto Fenchurch Street, followed by another right turn onto Mincing Lane, leaving and re-entering a toll zone. Make a right turn onto Great Tower Street, continuing onto Eastcheap and proceeding straight onto King William Street.
Finally, make a right turn onto Nicholas Lane, another right onto Lombard Street, and your destination will be on the right.

List of advisers under JCB Wealth Management:

JCB Wealth Management 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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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.