At JM&I, you will have access to our detailed Attitude to Risk Profiling. Your responses to simple questions will allow us to establish your attitude to risk versus reward and capacity for loss. We can then use this to create an investment strategy that matches your outlook using professional fund sourcing systems and asset allocation tools.

 

 We have a range of services to suit ranging from simple one off advice, to a full portfolio managed service.

 

 

Types of Investments

 

    ISA’s

 

•     Open Ended Investment Companies / Unit Trusts

 

     Structured products

 

     Investment Bonds – onshore and offshore

 

     Discretionary Fund Management

 

     Trust work

 

     Enterprise Investment Schemes

 

     Venture Capital Trusts

 

 

(Disclaimer) The value of investments can fall as well as rise. You may get back less than you invested.

 

 

Location
Services
Contact

23 Robjohns Road,

Widford Industrial Estate,

Chelmsford,

Essex,

CM1 3AG

Investments

Location

23 Robjohns Road,

Widford Industrial Estate,

Chelmsford,

Essex,

CM1 3AG

Services
Contact

Investments

At JM&I, you will have access to our detailed Attitude to Risk Profiling.
Your responses to simple questions will allow us to establish your attitude to risk versus reward and capacity for loss.
We can then use this to create an investment strategy that matches your outlook using professional fund sourcing systems and asset allocation tools.

 

 We have a range of services to suit ranging from simple one off advice, to a full portfolio managed service.

 

 

Types of Investments

 

   ISA’s

 

•    Open Ended Investment

      Companies / Unit Trusts

 

    Structured products

 

   Investment Bonds – onshore and

      offshore

 

    Discretionary Fund Management

 

    Trust work

 

    Enterprise Investment Schemes

 

    Venture Capital Trusts

 

 

(Disclaimer) The value of investments can fall as well as rise. You may get back less than you invested.