We are an Independent Financial Adviser firm, based in Hitchin, but with offices in Hertfordshire, Essex, Bedfordshire and Cambridgeshire. We provide financial planning, wealth management and mortgage solutions to private individuals and small to medium size businesses. We provide personal and friendly advice on a number of areas, including: investments and savings, pensions and retirement planning, income protection, business protection, estate and inheritance tax planning and school and university fee planning. Getting the right advice means speaking to the right people.

Serviced Areas

  • Hertfordshire, Essex, Cambridgeshire and North London

Contact Details

  City Hitchin
  Postcode SG5 1HP
  Address 21a Churchyard
  Phone Number 014 6245 5655

Customer Testimonials

Dealing with Rory is a pleasure. I appreciate his dedication to provide fast and valuable advice in a friendly and personable manner. His uncomplicated, punchy and proactive way of dealing with matters is complemented by his ability to provide detailed, professional advice.

Rory provided financial advice in relation to a mortgage for a property I was seeking to buy in 2011. He was very helpful, patient and personable throughout a difficult purchase (multi-occupancy property being acquired on a single-use residential mortgage). I was very pleased with the assistance and advice Rory provided.

From Our Website

JLM Independent Wealth Management offer friendly and professional Independent Financial Advice (IFA). We are based in Hitchin, Hertfordshire and cover the surrounding areas, including Stevenage, Letchworth, Luton, Saffron Walden, Bishops Stortford, Cambridge, Royston, Buntingford, Ampthill and Flitwick. We also have an office in Wimbledon, from which we are able to cover all areas of London. Our principal, Rory Joseph, is well known in the Herts, Bucks and Beds area, as for his monthly slot on BBC 3 Counties Radio, where he dispenses advice on all aspects of money and financial planning, ranging from retirement planning to savings and investment.