Graph

Investment Advice in Norwich

(provided via Lifetime Wealth Management)
Many of our clients share the key objective of building the value of their capital, bit their approaches to savings and investments vary considerably. At Lifetime Wealth Management, you will have access to our detailed Attitude To Risk profile.

JF Financial Associates are mortgage advisors and mortgage protection specialists, so we do not offer advice on pension or investments. We are however part of the Lifetime Wealth management group, so where appropriate we will refer clients over to a fully qualified financial advisor within our group when pension or investment advice is required.

Your responses to some simple questions will allow us to establish your attitude to risk verses reward and we can then use this to create an investment strategy that matches your outlook.

For example, an “adventurous” client may be happy to take greater risks with their money in the hope of receiving greater returns. If you are a more “cautious” client, you may well be happy with lower returns and a greater degree of security. It may be you want to be able to have a mixture of the two and by matching your investments to your attitude to risk, you can be sure that the products chosen are right for you.

Our products include Managed Funds from Quilter Asset Management. These funds are regularly monitored by our chosen fund manager Henderson’s, which has an excellent reputation in the fund management world.

Continuous monitoring ensures that poorly performing assets are quickly replaced and returns meet the expectations set by our investment committee. For the more experienced investor, we also offer the opportunity to build a portfolio of external managers and funds that you feel meet your investment objectives.

We will review your investment strategy and portfolio on an on-going basis, making adjustments and rebalancing as your or market circumstances change. By offering you the experience, quality and flexibility of the Lifetime Wealth Management team, you can look forward with confidence to building a long-term investment strategy.

PLEASE NOTE – The value of the investment can go down as well as up and you may not get back as much as you put in.

Or alternatively fill in the form below to send an enquiry now

format_quote

"Very helpful throughout the remortgage process and very good at explaining everything in simplified terms we could relate to and not just financial jargon."

format_quote

Thank you very much for all your hard work obtaining our first mortgage, which was so difficult to get providing our limited finances! Your assistance has been invaluable, and we would have never achieved this without you! We would have no hesitation in using your services again or, indeed, in recommending you to anyone who requires services of a mortgage & insurance specialist.

format_quote

This was from a client we have been working with for over 7 years now: "Many thanks for all your hard work and effort to obtain our mortgage offer! I can't tell you how it feels for us to have gone from having nearly 100k of debt and a 'hopeless case' to getting a high street mortgage (in less than 7 years!)

format_quote

Justin was recommend by my bother who had his mortgage arranged with him a couple of years before. The set up process was very easy, Justin got me on the phone, found out my needs and financial details and then came back a couple of days later with three options for me to pick from. After than things went smoothly, Justin and his team were VERY helpful, they even helped fix a couple of problems caused by my solicitors. On the day of completion Justin was on the phone making sure everything was fine as were his team. I felt very well looked after and even decided to arrange extra life cover with Justin.

format_quote

We have been a client of JF Financial for almost 9 years. Justin goes above and beyond to ensure everything runs smoothly. The service this company provides is 5 star. Would 100% recommend JF Financial.

format_quote

Knowing Justin is a blessing, I had couple of re mortgage with JFinancial. Very friendly & stress free service, Justin always look after all small details before the application. Hassel free , as long you have all uptodate documents. Great service. Just talking to him is a great pleasure.

format_quote

I would like to thank Justin from J F Financial for his extremely professional service. After my recent stage one interview which was to understand all aspects of my financial position he was able to tell me more about my finances than I knew myself. Justin gave me clear, decisive advice which enabled me to put things in place to secure future financial stability. I initially went to Justin to see if he was able to help secure an acceptable rate on the re-mortgage of my property as it had come to the end of its term and slipped into variable rate. This was something that I did not think was possible in today’s current financial market. Justin not only matched my existing interest rate but secured this rate for the next 5 years. From Stage one to completion of the mortgage I found this to be a very smoothly run and professional service and would not hesitate with recommending Justin from J F Financial to any of my family or contacts in the future.

format_quote

Just thought would drop you a quick line to say thank you for all your help with helping us along the process of buying our flat. We are all settled in now and loving it!! I will highly recommend you to all my friends, as it was a pleasure dealing with you and you made the whole process a lot less stressful. Once again many thanks for all your help and your useful knowledge.

format_quote

Thank you very much for your help, it’s a pleasure dealing with you and will definitely recommend you to my family and friends. Easy remortgage with no hassle!!! Thanks again.

format_quote

This was a big help in meeting all my needs, very helpful and professional

format_quote

5 star service. Could not recommend JF Financial highly enough. Justin assisted us throughout the whole house buying/selling process. He made one of the most stressful processes in life easy and hassle free. Was always available for any advice, even out of office hours! Would never look elsewhere for any financial advice in the future.

format_quote

We have just completed on our 2nd mortgage arranged by Justin. We wouldn’t consider going to anyone else as JF Financial Associates are friendly, professional and determined to find the best mortgage for our ever evolving needs. Justin is able to explain the whole process in an understandable way, making sure you are fully aware the next stage of the process. I have no hesitation in recommending their services. Mr & Mrs Wallis. West Sussex.