Business Details
23 Years
experience
Trusted Financial Advisers in Coventry
Established in 2003, Jalapeno (UK) Ltd (UK) Limited has built a reputation for delivering unbiased financial advice tailored to individual and corporate client needs. Our approach prioritises long-term relationships, enabling us to adapt financial strategies as clients' circumstances evolve. We specialise in retirement planning, mortgage services, investment management, and corporate financial solutions, serving clients across the UK from our Coventry base. Our team of qualified advisors combines technical expertise with clear communication, ensuring complex financial concepts are explained accessibly.As an appointed representative of 2plan wealth management Ltd (FCA-regulated), we maintain rigorous compliance standards while offering whole-of-market product access. Our commitment to transparency is evident in upfront fee structures and collaborative partnerships with accountants and strategic advisors. With over 30 years of collective experience, our advisors focus on protecting client assets, optimising tax efficiency, and facilitating informed decision-making through regular portfolio reviews and personalised guidance.
Services
Financial Planning
Mortgage Advice
Retirement Planning
Investment Management
Corporate Financial Services
Details
- Year established: 2003
Highlights and features
- We offer 20+ years of combined experience in financial advisory services
- Our advisors hold professional qualifications including DipPFS and CeMAP
- We provide whole-of-market mortgage product access
- Our fee structure is transparent with upfront cost disclosure
- We maintain FCA regulatory compliance through 2plan wealth management Ltd
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Excellent service
Professional approach
Trustworthy advisors
Tailored solutions
Regular reviews
Services
Financial Planning
Our financial planning services create tailored strategies for individuals and businesses. We assess current financial positions, future goals, and risk tolerance to develop comprehensive plans covering investments, pensions, and tax efficiency. With regular reviews and market analysis, we ensure strategies adapt to changing circumstances while maintaining FCA-compliant standards.
Mortgage Advice
We provide whole-of-market mortgage solutions for first-time buyers, remortgagers, and buy-to-let investors. Our advisors assess affordability, lender criteria, and market conditions to recommend suitable products. From initial application to completion, we guide clients through documentation requirements and fee structures while maintaining transparent communication with solicitors and estate agents.
Retirement Planning
Our retirement planning focuses on creating sustainable income streams through pension consolidation, drawdown strategies, and tax-efficient withdrawals. We analyse existing provisions, project future needs, and implement solutions that adapt to regulatory changes. Regular portfolio reviews ensure clients maintain confidence in their retirement income projections.
Investment Management
We offer diversified investment solutions aligned with clients' risk profiles and financial objectives. Our approach combines market research, performance analysis, and regular portfolio reviews to optimise returns. From traditional equities to structured products, we provide ongoing monitoring and rebalancing to maintain strategic asset allocations.
Corporate Financial Services
Our corporate services address business protection, employee benefits, and succession planning. We collaborate with accountants and legal advisors to implement group pensions, key person insurance, and executive remuneration strategies. Tailored solutions help businesses attract talent while ensuring continuity through comprehensive risk management frameworks.
People
Craig Bonsor
Director and Independent Financial Advisor
With over 30 years' experience, Craig established Jalapeno (UK) Ltd (UK) in 2003 after working with major insurers. He specialises in technical pension advice and retirement planning, focusing on maximising client investment opportunities while maintaining regulatory compliance.
Adrian Middup
Independent Financial Advisor
Qualified since 2016, Adrian specialises in asset protection, tax-efficient investing, and later-life care financing. His educational background enhances his ability to explain complex financial legislation in accessible terms, offering both face-to-face and virtual consultations.
Rosalind Cooper
Mortgage and Protection Advisor
Since 2012, Rosalind has provided mortgage solutions across Coventry and Warwickshire. With qualifications since 1998, she offers whole-of-market mortgage advice while maintaining focus on client-specific requirements through collaborative team approaches.
Belinda Stowe
Practice Manager
Belinda has managed office operations since 2006, ensuring efficient service delivery. With 30 years' financial services experience including roles at Coventry Building Society, she oversees administrative processes that support the advisory team's client-focused activities.
Joanne Starkey
Paraplanner
Joanne provides technical support with nearly 10 years' experience. Holding the Diploma in Financial Planning, she conducts market analysis and prepares reports on pensions, investments, and mortgage products to support advisory recommendations.
Questions
What financial services do you offer?
We provide retirement planning, mortgage advice, investment management, corporate financial solutions, and protection services across Coventry and the West Midlands.
How are your services charged?
Mortgage advice fees range from £399-£999 depending on complexity. Financial planning charges are disclosed upfront during initial consultations with no hidden costs.
Are you regulated by the FCA?
Yes, we operate as appointed representatives of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority (reference 433988).
Do you offer corporate financial planning?
We provide business protection, employee benefits, and succession planning services for companies in Coventry and Warwickshire, working alongside accountants and legal advisors.
