JLT - Exeter

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Within the sphere of financial advisory services, JLT stands out as a notable entity providing specialized guidance. Operating primarily as a Financial Planner, JLT offers individuals and businesses a dedicated space to explore their financial futures. This guide aims to provide a comprehensive overview of JLT, focusing on its services, location, accessibility features, and contact information to assist those seeking financial advice in the Exeter area.

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JLT: An Overview of the Financial Planning Service

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JLT positions itself as a provider of professional financial planning solutions. The core function of the organization is centered around helping clients navigate the complexities of personal finance, investments, pension planning, and other related areas. The emphasis is on delivering tailored advice designed to meet specific client objectives, thereby addressing unique financial circumstances and aspirations. This tailored approach suggests that JLT prides itself on understanding the individual needs of its clientele, aiming to build lasting relationships based on trust and expertise. The recommendation is to view JLT not merely as a service provider but as a strategic partner in achieving long-term financial security.

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While the term 'Financial Planner' indicates a focus on holistic financial advice, it's recommended to seek further clarification on the scope of services offered. Depending on the region and specific practice, financial planners might cover a wide array of topics including budgeting, saving, debt management, retirement planning, estate planning, and investment strategies. Understanding the full range of services before engaging with the firm is a prudent step for potential clients.

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Location and Accessibility of JLT

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Nestled within Exeter, JLT operates from a specific physical address: Suite 1, JLT, Rosemoor Court, Pynes Hill, Exeter EX2 5TU. This location places the financial planning service within a known commercial hub of Exeter, potentially offering convenient access for local residents and businesses. Exeter, being a significant city in the South West of England, provides a substantial client base for financial advisory services, and JLT is strategically positioned within this market.

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For individuals planning a visit, the detailed address ensures easy navigation. It is worth noting that the facility features a wheelchair-accessible entrance and a wheelchair-accessible car park, indicating a commitment to ensuring that the premises are welcoming and accessible to everyone, regardless of physical ability. This is a positive point for those who require specific accessibility accommodations for their visits.

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Contact Information and Engagement

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Engaging with JLT requires contact information. The primary method highlighted is a telephone booking system: 01392 356688. This direct line suggests a preference for client interaction and potentially a structured process for managing inquiries and appointments. Alternatively, the official website jltgroup.com serves as the digital hub for further information, likely containing details about services, the team, potentially online resources, and more comprehensive contact options.

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It is crucial to understand the recommended engagement protocols. JLT explicitly mentions the necessity of appointments, strongly advising that clients book in advance. This practice ensures that the consultation time is dedicated and allows the advisor to prepare thoroughly for the client's specific needs. While the requirement for appointments is clear, it's advisable to note that planning ahead is essential to secure the desired time slot.

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Client Feedback and Reputation

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Assessing the reliability and client satisfaction associated with any financial planning service is an important consideration. According to publicly available information sourced from platforms like Google My Business, JLT currently holds a record of 1 review. While this sample size is relatively small, the presence of online reviews indicates an effort to engage with customer feedback and maintain a public presence.

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Crucially, the average rating reported is 5 out of 5 stars. This perfect score, if representative of the feedback received, suggests a high level of client satisfaction. However, it is always recommended to interpret such ratings with caution, considering the limited number of reviews and the potential for outlier experiences. Prospective clients are encouraged to seek additional testimonials or reviews where possible, or to inquire directly about the nature of the feedback received.

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Conclusion and Final Thoughts

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In summary, JLT presents itself as a dedicated financial planning firm operating from Exeter. Key attributes include its focus on personalized financial advice, its strategic location in Rosemoor Court, and its commitment to accessibility through wheelchair-friendly features. The contact details provided facilitate engagement, although appointments are a mandatory element of the service.

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For anyone seeking professional guidance on managing their finances, exploring investment avenues, or planning for the future, JLT offers a service tailored towards achieving those goals. The recommendation is to initiate contact via phone or the website well in advance to schedule an appointment, allowing sufficient time for a thorough consultation. The positive average rating suggests a history of client satisfaction, though independent verification is always beneficial when choosing a financial advisor. JLT appears to be a viable option for those looking for consistent and reliable financial planning expertise within the Exeter region.

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Understanding the nuances of financial planning is vital. It is recommended that potential clients research the specific qualifications and experience of the financial advisors at JLT to ensure alignment with their personal financial journey and the standards they expect from their advisory service. Furthermore, clarifying the fee structure and the types of financial products recommended are essential steps in the due diligence process before committing to any financial planning relationship.

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Overall, JLT provides a focused service within the competitive landscape of financial advisory. With its clear emphasis on financial planning, accessible location, and positive digital footprint (despite limited reviews), it represents a noteworthy option for individuals and entities seeking professional financial counsel in the South West of England.

",
"summary": "JLT is a Financial Planner in Exeter offering accessible services and appointments with a high average rating.",
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👍 Reviews of JLT