JTFM Investment Consulting

About

We help individuals, trustees, family offices and charities make informed decisions about the management of their investments.

There can be significant challenges and responsibilities when it comes to the management of wealth. JTFM provides expertise, support and guidance to those navigating these challenges.

The process always begins with a clean sheet of paper. We listen to clients and their advisers and work with them to understand their specific needs and objectives. Once these have been established, we then design a clear and focused plan to achieve them. However, experience tells us that the flexibility to adapt to our clients' unfolding and sometimes complex requirements as that plan progresses is essential and invaluable.

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investment consulting, investment, charities, private markets, independent oversight & monitoring, data visualisation, family office, entrepreneur, esg, oeic, private equity, venture capital, independent advice

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