Financial Adviser CompareAdd your business
← Back to Derby
JMK Wealth Management Ltd

JMK Wealth Management Ltd

4.9(50 reviews)See reviews ↓·Derby

What customers say

Based on genuine customer reviews

JMK Wealth Management Ltd draws consistently positive feedback from clients in Derby, with the recurring theme being the clarity and thoroughness of its advice. James Kingswood is named repeatedly for explaining options in practical, straightforward terms, ensuring clients understand each step of pension transfers, annual reviews and portfolio performance. Customers writing about their orders describe the reassuring nature of conversations during periods of market volatility, noting that a quick call was enough to calm concerns.

Mortgage work handled by Mark and Finlay attracts equally strong praise: reviewers often mention their friendly and approachable manner, their determination to explore every lender option and their success in securing results for first-time buyers, including a complicated application that was turned around quickly. A detail many reviews return to is the sense of being genuinely looked after throughout the home-buying process.

Reliability and punctuality feature prominently, with prompt responses and well-organised support cited, alongside the team's willingness to advocate for clients over extended periods. A family pension transfer spanning almost four years is described as receiving excellent service at every stage, and one buyer notes a completed mortgage in principle within a day of sending information. The closing detail that recurs is the team's habit of making clients feel valued and informed.

Reviews

Reviews are taken from publicly available sources.

L
Lesia5 July 2026

From start to finish of my very first mortgage journey on my own, JMK have been outstanding. My initial meeting with Mark put me at ease straight away. I was told what i needed to provide and we went from there. Every step of the way i was kept informed by Mark and Finley. I am so happy with the service they provided during thebpurchase of my house and now i have returned to them for advice and support with wills and pensions. I would 100% recommend JMK A huge thank you to Mark, Finley and the rest of the team behind the scenes who have made this move so seamless

CP
Carol Parnham19 June 2026

A wonderful firm to deal with. Straightforward advice about my pension plans. I feel my future is in good hands with James and Sophie.

B
B14 May 2026

Both Mark & Fin have been amazing. Very knowledgeable & took the stress away. Will 100% recommend you & will use you again in the near future.

AE
Andrew Elvidge8 May 2026

Moved my pension with the help James and his team at JMK Wealth Management almost 4 years ago now. I can honestly say l have received excellent service from James and his team every step of the way. Always helpful and always polite l would highly recommend them,at times when the stocks and shares where all over the place and I started to get worried a quick phone call and a reassuring voice said don't panic Andrew it's OK and it was,many thanks to all

HL
henry lewis27 April 2026

The team and JMK made buying my first house a very smooth and easy process. I can 100% recommend them to anybody any will definitely be using them again when it comes time to re-mortgage.

KA
Kelly Ahlfors17 March 2026

Big big thankyou to James and all the guys at JMK for helping me on my first house purchase!! I especially want to thank Mark and Finley who have been brilliant guiding me every step of the way. They are so professional and to top it off a bottle of JMK wine to complete!!

L&
Lisa & Pete Minifie13 March 2026

Recently had our annual review with James Kingswood (JMK Wealth) The meeting was professional, informative, and very reassuring. James made sure we had a clear understanding of both the financial markets and our personal goals through out. Everything was explained in a straightforward way, making it easy to understand how our portfolio has performed over the past year and what the next steps should be. We really appreciated the time taken to answer our questions and review everything in detail. It’s great to work with someone who is knowledgeable, approachable, and genuinely focused on helping people plan confidently for the future. Highly recommended.

Financial advisers in Derby compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Derby are compared.

RankProviderRatingReviewsOpen Sat.
1Broadview Financial Services Ltd★ 5,0182No
2Crystal Clear Financial Planning Limited★ 5,0111No
3AMG Wealth (CHARTERED FIRM)★ 5,062No
4Glenrose Financial Planners★ 5,027No
5JMK Wealth Management Ltd (this page)★ 4,950No
Contact
+441332300295jmkwealthmanagement.co.uk8, Outrams Wharf, Little Eaton, Derby DE21 5EL
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed