Rory Joseph

Rory Joseph

JLM Wealth

Minimum savings/pensions: Over £250,000

0330 038 8940
Based in Hitchin
View location
Top Rated 2025
Verified since: May, 2023
4.7 out of 5

111 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 20 April 2025

    Rory and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 24

    Recent Client Reviews

    Verified reviews: 100%

    Rory has received 24 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 26 November 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 9

    Qualifications Uploaded

    9 qualification certificates available to view

    Rory has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Rory has provided information on their typical fees

    Rory has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 14

    Positive First Impressions

    71% of users who are not yet clients had a positive first experience with Rory

    71% of VouchedFor users have had a positive (4 or 5 star) first experience with Rory (based on 14 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 20 April 2025

    Rory and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 24

    Recent Client Reviews

    Verified reviews: 100%

    Rory has received 24 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 26 November 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 9

    Qualifications Uploaded

    9 qualification certificates available to view

    Rory has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Rory has provided information on their typical fees

    Rory has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 14

    Positive First Impressions

    71% of users who are not yet clients had a positive first experience with Rory

    71% of VouchedFor users have had a positive (4 or 5 star) first experience with Rory (based on 14 first impressions)

Thank you for visiting our page. Chartered Independent Financial Planning & Pension & Investment Advice JLM Wealth offer friendly and professional Independent Financial Advice. We have been in Hitchin for nearly 20 years and cover the surrounding areas, including St Albans, Harpenden, Stevenage, Letchworth, Luton, Saffron Walden, Bishops Stortford, Cambridge, Royston, Buntingford, Ampthill and Flitwick. We also have an office in Wimbledon, from which we are able to cover all areas of London. Our principal director, Rory Joseph, is well known in the Herts, Bucks and Beds area, as he has a monthly slot on BBC 3 Counties Radio, where he dispenses advice on all aspects of money and financial planning, ranging from retirement planning to saving and investing. He is a Chartered IFA, which represents the highest level of professional qualification. Our guiding principle is that we always remember that as Independent Financial Advisers, we work for YOU, rather than any one insurance provider or bank. Mortgage and Equity Release Advice: This is dealt with by our sister companies, JLM Mortgage Services Ltd and Equity Release Mortgage Advice Ltd. JLM MS was founded in 2002 and is run by a Professionally qualified team of Advisers who have years of experience within both the Estate Agency and Financial Services fields. Over the years we have helped thousands of customers. At JLM Mortgage Services, we are happy to help you with your new mortgage and protection arrangements in whatever is the most convenient way for you. We understand that many people have very limited time, so we can meet customers at any of our offices, at a time to suit you, or can offer a service by email, telephone, post or even arrange a visit to your home or office.

Offers available through VouchedFor

Contact Rory through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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