OUR VALUES

Our values guide our decision making, shape our culture and create purpose.

• Integrity – Apply honesty and sound morals to every aspect of our business.
• Security – Deliver robust compliance to support stability and growth.
• Prosperity – Create solutions that add short- and long-term value.

We believe in embedding a customer-first culture across all levels of an organisation, where decisions are underpinned by fairness, clarity, and suitability. We empower advisers to deliver consistent, long-term value for consumers while meeting the highest standards of ethical conduct, transparency, and accountability. 

We’re committed to fostering diversity, promoting inclusion, and supporting innovation that enhances financial wellbeing and access. JLM remains resilient, forward-looking, and wholly accountable to its firms and their clients — always with integrity at the core. 

• Business buy-out and succession planning options.
• Group services; accountancy, marketing and wealth advice.
• Branding and marketing guidance to support lead generation.
• Bespoke CRM (OMS) with full integrations and  referral tools (including referrals to financial planners and will and estate planning sevices)

• Flexible entry routes to suit you; join as an AR, RI, or under an existing AR.
• Option to trade as JLM and benefit from an established brand
• Compliance support – practical guidance to keep you protected and focused on business
• Admin support available to streamline your workload

We are actively looking to grow and welcome firms and individual advisers that share our core values of quality and integrity.

JOIN AN EXISTING FIRM - Qualified advisers seeking authorisation

• No requirement to wait for FCA AR approval or control function approval.
• Ideal for qualified advisers seeking authorisation.
• Ideal for advisers with their own client bank, that want the support of an existing firm and access to a flexible and balanced work day.
• You want a temporary solution to moving away from your current situation but are not quite ready to start an AR firm.

FORM A NEW AR FIRM - Experienced adviser setting up new limited company

• Qualified advisers seeking authorisation for a new firm.
• Advisers keen to establish their own culture and branding.
• Autonomy over work/life balance.
• Greater financial freedom.

MOVE AN EXISTING AR FIRM - Existing firms seeking a new authorisation route

• Firms frustrated with their current networks framework.
• Firms seeking to leverage the profitability within their client bank.
• Firms no longer wishing to be Directly Authorised.
• Firms operating in specialist markets i.e. high-net worth clients and private banks, highly complex mortgage needs, offshore and expatriate clients.