Private Client Services
The foundation of the services that Jalapeno (UK) Limited provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients financial planning strategy as events inevitably change.
Our approach is simple, we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.
- Investment strategies
- Pension planning (including flexible drawdown)
- Life and health insurance
- School fees planning
- Estate planning*
Jalapeno (UK) Limited understands that protecting our client's wealth from inheritance tax requires tailored, careful planning. By working with our strategic partners we can arrange comprehensive advice about how to take advantage of the most tax-efficient and effective strategies to manage and protect our clients estates.
* The Financial Conduct Authority does not regulate Estate Planning.
Treating Customers Fairly
Jalapeno (UK) Limited is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority.
Whether your enquiry is on a personal or corporate basis, the major financial decisions that you make will have significant and life-changing consequences. It is therefore essential that you seek professional independent financial advice from people you can trust and who are committed to treating you fairly.
