JS Trice Associates Ltd
JT
Financial Advisors
JS Trice Associates Ltd
55 Meneage St, Helston TR13 8RB
# JS Trice Associates Ltd
JS Trice Associates is an independent financial advisory firm based in Helston, Cornwall, serving clients and families across all life stages since 1997. Led by director Jonathan Trice, a fully qualified financial planner with nearly four decades of experience, the firm provides comprehensive, personalised financial planning to help clients achieve their short and long-term goals.
The firm serves individuals and families who feel overwhelmed by financial decisions and seek expert guidance to optimise their financial position. This includes those navigating tax efficiency, planning retirement, managing investments, securing their family's future, or purchasing property.
What sets JS Trice Associates apart is their independent status—they're not restricted to specific product providers, allowing them to search the entire market to find genuinely suitable solutions. Rather than offering isolated financial products, they take a holistic life-planning approach, helping clients understand how different elements of their finances connect to their broader aspirations.
The firm demonstrates genuine commitment to client welfare through adherence to new Consumer Duty requirements, ensuring clear communication, appropriate support, and fair-value recommendations. Their established relationships with solicitors and accountants enable rounded, co-ordinated advice across legal, tax, and financial matters.
With over 25 years of consistent service to the Helston community, JS Trice Associates has built a reputation for trustworthy, straightforward guidance that treats clients' financial wellbeing as genuinely personal rather than transactional.
JS Trice Associates is an independent financial advisory firm based in Helston, Cornwall, serving clients and families across all life stages since 1997. Led by director Jonathan Trice, a fully qualified financial planner with nearly four decades of experience, the firm provides comprehensive, personalised financial planning to help clients achieve their short and long-term goals.
The firm serves individuals and families who feel overwhelmed by financial decisions and seek expert guidance to optimise their financial position. This includes those navigating tax efficiency, planning retirement, managing investments, securing their family's future, or purchasing property.
What sets JS Trice Associates apart is their independent status—they're not restricted to specific product providers, allowing them to search the entire market to find genuinely suitable solutions. Rather than offering isolated financial products, they take a holistic life-planning approach, helping clients understand how different elements of their finances connect to their broader aspirations.
The firm demonstrates genuine commitment to client welfare through adherence to new Consumer Duty requirements, ensuring clear communication, appropriate support, and fair-value recommendations. Their established relationships with solicitors and accountants enable rounded, co-ordinated advice across legal, tax, and financial matters.
With over 25 years of consistent service to the Helston community, JS Trice Associates has built a reputation for trustworthy, straightforward guidance that treats clients' financial wellbeing as genuinely personal rather than transactional.
Services offered
Tax planning (incomeinheritancecapital gains)Pension and retirement planningLife assurance and critical illness protectionLong-term care planningInvestment management (ISAstrustsbonds)School fee planningMortgage adviceEquity release