Wealth Management

JLS Associates will actively manage your investments while involving you at every stage.

While we can offer the same range of investments as a stock broker, our offering is distinct because we stand alongside a client and provide advice rather than solely managing the assets on a discretionary basis. This means the client is involved at all times in the decision making process.

In total, our clients have in excess of £20m in investment assets which are held personally, or within pensions or trusts. Our clients’ objectives are financial but also can be social or ethical and many of our clients seek our advice specifically because of our expertise in these areas.

The minimum size of portfolio upon which we provide our wealth management service is £50,000.

Interested? Contact us here.