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JMR Financial and Insurance - trading name of JMR Limited

Licensed by Isle of Man Financial Services Authority


FINANCIAL ADVISERS


INSURANCE BROKERS

Finance Centre, Close Beg, Peel, Isle of Man IM5 1XF

Telephone 01624840840 - email admin@jmr.im





Plans for retirement need careful plotting.


Many people regularly pay into their private pension without being aware of just how much their pension payout will be when it comes to their retirement. However, by conducting a full review of your current pension policy and any paid-up dormant policies you may have, the adviser will ascertain the performance your pension currently delivers also finding out whether or not you are paying excessive charges or fees that could have a detrimental effect on your final pension pot.


Having reviewed your pension or in the case of self-invested schemes, the underlying funds, the available market will be checked to find whether there are better performing pension products or funds suitable to your retirement and financial outlook.


We are aware that these are uncertain times with low interest rates predominant and the possibility of rising inflation impacting on our lives in future. Sitting down and discussing your plans with a JMR financial adviser can help you to address your current anf future financial issues and to offer advice that’s tailored to your situation.


Our advisers have a wealth of experience in helping customers make plans to achieve their financial goals. We select funds from across the available market to help you make wise decisions for your money providing a safe journey to a comfortable harbour...not the rocks.



Putting you on course for affordable retirement