Additional Services


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Karen McCaffrey Karen McCaffrey

Wealth Management

JLT Wealth Management Limited is a UK based financial advisor.

As well as providing advice to individuals; JLT Wealth Management Limited also works closely with employers to provide financial advice to their  employees.

With a nationwide team of experienced advisors, JLT Wealth Management Limited is able to offer a wide range of fee based services including:

  • Retirement planning
  • Tax planning
  • Investment Management
  • Personal Protection Cover
  • Long Term Care Planning
  • Offshore Investments
  • Investment advice for Trusts and Charities
JLT Wealth Management Limited also offers an in-house Discretionary Management Service (DMS) via JLT Investment Management Limited (JIM).

JIM offers a bespoke investment management service that provides clients with the peace of mind needed in an uncertain investment climate. Each client's portfolio is structured based on their situation and attitude to risk.

Our DMS is highly flexible and brings the full capabilities of our experience to each client's portfolio. They receive a personal service from a designated investment manager who is there to assist and manage their investments.

For further details, please visit our website.

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