JS Financial Planning - Scarborough

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JS Financial Planning: A Comprehensive Overview

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For individuals and families seeking expert financial planning guidance, JS Financial Planning stands as a dedicated resource. Located at East Carr Farm, Barker’s Ln, Snaithton, Scarborough YO13 9BD, United Kingdom, this firm offers personalized strategies to help clients achieve their long-term financial goals. With a commitment to building strong client relationships and delivering tailored solutions, JS Financial Planning is positioned to assist with a range of financial needs, from retirement planning to investment management.

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About JS Financial Planning

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JS Financial Planning operates under the umbrella of SJP Private Client Services, a well-respected and regulated financial services firm. This affiliation provides JS Financial Planning with access to a wealth of resources, expertise, and a robust compliance framework. The firm’s core focus is on providing comprehensive and impartial financial advice. Jenny Simpson, the principal, leads the team, bringing years of experience and a client-centric approach to every engagement. They specialize in creating bespoke financial plans designed to meet each client’s unique circumstances, risk tolerance, and aspirations. The business prioritizes transparency and ethical conduct in all its dealings, ensuring clients are fully informed and empowered to make sound financial decisions.

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Location and Accessibility

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The firm’s physical address at East Carr Farm, Barker’s Ln, Snaithton, Scarborough YO13 9BD, offers a convenient and professional setting for consultations. It’s important to note that JS Financial Planning is committed to inclusivity and accessibility. The premises feature a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom, ensuring that individuals with mobility limitations can comfortably access the facility. This demonstrates a thoughtful consideration for client needs and a dedication to providing a welcoming environment for everyone.

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Contact Information

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Clients can easily reach JS Financial Planning via telephone at 7896533440. For more detailed information and to schedule a consultation, visitors can explore their website: partnership.sjp.co.uk. The website provides valuable insights into the firm’s services, approach, and the expertise of the team.

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Specialties and Services

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JS Financial Planning’s primary specialty is, as the name suggests, financial planning. However, their services extend beyond this core area to encompass:

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• Retirement Planning: Helping clients plan for a comfortable and secure retirement, considering factors such as longevity, investment strategies, and pension options.

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• Investment Management: Providing tailored investment portfolios designed to align with clients’ risk profiles and financial goals.

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• Tax Planning: Offering strategies to minimize tax liabilities and maximize after-tax returns.

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• Estate Planning: Assisting clients with structuring their affairs to ensure their assets are distributed according to their wishes and in accordance with legal requirements.

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• Financial Education: Providing ongoing support and guidance to help clients stay informed about financial matters and make informed decisions.

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The firm takes a holistic approach, recognizing that financial planning is not simply about managing investments; it’s about understanding a client’s entire financial picture and creating a roadmap for achieving their long-term objectives.

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Client Feedback and Reputation

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Currently, JS Financial Planning has 0 reviews on Google My Business, indicating a nascent online presence. The average opinion is 0/5, suggesting that the firm is still in the early stages of building its reputation. However, the firm’s affiliation with SJP Private Client Services lends considerable credibility and trust. It’s advisable for prospective clients to seek independent verification of the firm’s performance and client testimonials through SJP’s resources.

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Additional Points of Interest

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Beyond accessibility, JS Financial Planning ensures a comfortable and productive environment for its clients. The premises include restroom facilities, further enhancing the client experience. The firm’s commitment to client service extends beyond the immediate consultation, with ongoing support and communication to ensure clients remain confident in their financial plans.

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Conclusion

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JS Financial Planning offers a solid foundation for individuals seeking comprehensive and personalized financial planning services. Located in Scarborough, and backed by the stability of SJP, the firm demonstrates a commitment to accessibility, ethical conduct, and client-centricity. While currently lacking online reviews, the firm’s reputation is undoubtedly bolstered by its parent organization. Further research and direct engagement are highly recommended to determine if JS Financial Planning is the right fit for your individual financial needs.

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