JMK Wealth Management Ltd
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
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
A wonderful firm to deal with. Straightforward advice about my pension plans. I feel my future is in good hands with James and Sophie.
Both Mark & Fin have been amazing. Very knowledgeable & took the stress away. Will 100% recommend you & will use you again in the near future.
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
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.
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!!
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.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Broadview Financial Services Ltd | ★ 5,0 | 182 | No |
| 2 | Crystal Clear Financial Planning Limited | ★ 5,0 | 111 | No |
| 3 | AMG Wealth (CHARTERED FIRM) | ★ 5,0 | 62 | No |
| 4 | Glenrose Financial Planners | ★ 5,0 | 27 | No |
| 5 | JMK Wealth Management Ltd (this page) | ★ 4,9 | 50 | No |
