Financial Advisor Surrey

Call: 020 8679 0130

• Financial Protection
• Equity Investments
• Property Finance
• Retirement Income
• Trust and Offshore Services

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JBS Financial Solutions

Financial Consultants and Financial Advisor Surrey

Principal Director: Jay Sheth

We are a small firm and take pride in providing a high level of individual attention and service to wealthy individuals and help them to achieve their financial goals in this ever changing economic climate. Our services are also available to people across South West London including SW19, SW16, SW1, SW2 and SW3.

Opening Hours:

Mon – Fri 9am to 5:30pm
Evening and Weekend appointments also available

It is vital that you use a Financial Advisor Surrey company you can trust and a company that gives you peace of mind. We are happy to show our portfolio of investments and to answer any queries about our services. We want our clients to feel in control at all times and we take our responsibilities very seriously. Our reputation is our business.

Our services are:

• Financial Protection - Life and Critical illness cover, Income Protection and Mortgage Protection
• Equity Investments - ISAs, Unit Trusts, Bonds and Guaranteed Investment Products
• Property Finance - Residential and Commercial Mortgages
• Retirement Income - Annuities, Pension
• Trust and Offshore Services - Estate Planning, Trusts and Offshore Companies

We advise on a whole of market basis so we can help choose the right products from the entire market. Our services are largely commission based so there is no cost to you in seeking advice that can often be time consuming. We can normally meet you in your own home at a time convenient to you.

We are authorised by the Financial Services Authority No 459479.

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	I have read, understood and agree to the Data Protection Declaration: Yes No I agree to further contact as described in Our Future Relationship Yes No Data Protection Declaration J B S Financial Solutions will process all information in accordance with the Data Protection Act 1998 and it will be treated as private and confidental now and in the future. The only exceptions to this will be when the law requires us to disclose information or, with your consent, where disclosure is necessary when arranging or servicing your mortgage or protection contracts. To fulfill our regulatory obligations, we will retain copies of your records for no longer than is necessary or for duration of any contract you may enter into. You have the right to inspect these records at any time. Our Future Relationship Our ongoing business relationship with you is important and we would like to be able to contact you by telephone, post or email from time to time to review your mortgage and associated protection product arrangements and introduce other services that may be of interest to you from ourselves or our associated companies. Close information