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.
ISAs: An ISA is a medium to long term investment, which aims to increase the value of the money you invest for growth or income or both. The value of your investments and any income from them can fall as well as rise. You may not get back the amount you invested.
General (where there is capital at risk): The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
High Risk Investments (HRIs) such as VCTs/EISs: Don’t invest unless you’re prepared to lose all your money. This is a high-risk investment. You could lose all your money and are unlikely to be protected if something goes wrong. Take 2min to learn more.
Reference or evidence to past performance
Past performance is not a reliable indicator of future performance and should not be relied upon.
A pension is a long-term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
Treating Customers Fairly
Jalapeno (UK) Limited is an appointed representative of 2plan wealth management 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.
