JPM Financial Management Ltd is a small friendly company based in Rotherham, offering a wide range of independent financial advice throughout the different phases of your life. We are dedicated to developing long term relationships with our clients. From advice on investments to mortgages and pensions, we work closely with you, applying our knowledge, experience and professionalism to every area of your finances, however small. We

Serviced Areas

  • Rotherham & Sheffield & Yorkshire

Contact Details

  City Sheffield
  Postcode S36 6BG
  Address Finance House 192 Green Road Penistone
  Phone Number 01226 449222

  • I would recommend this business

Pete Mogan was really knowledgeable and supportive helping us first time buyers get a mortgage. I've got a bit of an unconventional financial background and when we were initially rejected, Pete kept pushing our case and got us a good deal. Really grateful to him for all his help and patience answering all of our questions. Highly recommend!

Value for money
Service & support
Overall ratingExcellent

From Our Website

We are Independent financial advisers who have a strong belief in advice and not sales and have grown our client bank organically through ensuring our clients are well looked after. We are highly motivated, experienced and qualified to Diploma level. We offer advice on purchasing of a new homes, remortgaging of your existing property, raising capital from your home for home improvements and purchasing an investment property on a Buy To Let mortgages. At JPM Financial Management Ltd with financial planning and the necessary protection plans in place we aim to provide you with financial peace of mind for any eventuality that may occur on life's journey.

Life is a journey and most of us are too busy enjoying today to think about tomorrow and the future. At JPM Financial Management Ltd we can point out the financial implications of not planning towards a comfortable retirement and help secure the future you hope for. At retirement there are various options available to you and JPM Financial Management Ltd is on hand to provide Independent advice when it comes to choosing the most suitable option. We aim to secure you the level of retirement income that meets your needs and aspirations.

When purchasing a property there are many things to consider other than picking a headline rate that might catch your attention. We at JPM Financial Management Ltd have many years' experience in providing advice in this area and by using our expertise we believe we have the acquired product knowledge that can place the most difficult of situations to the most suitable mortgage. We are independent and believe we provide a service that is second to none in this market that consists of liaising with solicitors and estate agents with the aim of ensuring that the process is as hassle free as possible.