About me

JMD Wealth Management is a trusted Partner of St. James's Place with a reputation for delivering results which achieve client outcomes.

Specialising in strategic management of significant wealth, particularly retirement planning and inheritance planning.

By understanding you, your circumstances and personal priorities, JMD Wealth Management can offer bespoke solutions to enable you to effectively achieve your financial goals.

JMD Wealth Management believe that thorough research, a strategic approach and regular review allow maximum efficiency and the best outcomes for clients.

Providing informed choice, using simple, clear language and tools such as cash flow modelling to ensure you understand your current situation, options available and the potential impact of those choices.