During the current COVID-19 situation, please use alternative contact details:

James: 07876 597497 or Peter: 07834 187752


Welcome to JPM Financial

Independent Financial Advice for a wide range of individuals and corporate clients

For a happier, secure and potentially fruitful future contact our financial advisers in Penistone today!

We are Independent financial advisers who have a strong belief in advice and not sales and have grown our client bank organically through ensuring our clients are well looked after. We are highly motivated, experienced and qualified to Diploma level.


We offer advice on purchasing of a new homes, remortgaging of your existing property, raising capital from your home for home improvements and purchasing an investment property on a Buy To Let mortgages.
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Retirement Planning

At JPM Financial Management Ltd we can point out the financial implications of not planning towards a comfortable retirement and help secure the future you hope for.

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At JPM Financial Management Ltd with financial planning and the necessary protection plans in place we aim to provide you with financial peace of mind for any eventuality that may occur on life’s journey.
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JPM Financial Management Ltd is a friendly company based in Penistone, offering a wide range of independent financial advice throughout the different phases of your life.

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There may be a fee for the Mortgage Advice we provide. The precise amount will depend upon your circumstances but we estimate a typical fee will be £295.

No Investment Decision Should Be Taken Based On The Content of This Site. Always Take Full Individual Advice First. The Regulations Governing Individual Rates And Investments may Change In The Future. Your home/property may be repossessed if you do not keep up repayments on your mortgage.

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  • Nothing seemed too much trouble for him in terms of personal service and being accessible. He liaised with all parties concerned with the purchase; estate agent, solicitors and lender, to make sure the process was expedited smoothly and efficiently.

    - Mr & Mrs Broom, Penistone

  • I have found JPM’s help and advice invaluable, both personally and as a small business owner.

    I would have absolutely no hesitation in recommending them to friends and colleagues.

    - Matt Cuff, Sheffield

  • From initial consultation to completion of our mortgage, James ensured the whole process ran smoothly and efficiently, keeping us updated throughout.

    After arranging my mortgage I also went on to use JPM Financial for advice and management of my pension, organising my life and critical illness cover and each time have been more than happy with the advice.

    - Simon Carter, Lincoln

  • First class professional service. Used JPM to find a suitable mortgage, buying my first home. Mortgage and insurances were sorted within a week. Really appreciated James coming out to see me at home to help with all the relevant paperwork. Customer Service is spot on and would recommend to first time buyers.

    - James Hughes, Sheffield

  • I have used JPM Financial Management for my last two mortgages and can’t praise them highly enough. They found me the best deal to suit me quickly and efficiently, they did all the hard work.

    They then can take care of the home insurance so you don’t have to trawl the internet comparing deals… it’s simple.

    Thanks to the JPM team for saving me a lot of hassle and money!

    - Tracey Woods, Rotherham