Jo Powis Financial Planning Ltd

Mortgage broker · Ipswich · incorporated 2021

  • Self-employed
  • Later life & equity release

Contact details published by the firm

01473 670505 Visit jopowis.co.uk

Services mentioned on its website

When we checked jopowis.co.uk on 2026-09-13, Jo Powis Financial Planning Ltd mentioned self-employed, later life & equity release. This comes from the firm's own pages, not from an assessment by us — confirm directly that it handles your situation.

Checking Jo Powis Financial Planning Ltd on the FCA Register

Its website says it is an appointed representative of St. James's Place, which takes regulatory responsibility for its advice. We haven't verified this with the FCA. Search Jo Powis Financial Planning Ltd on the FCA Register →

Questions to ask Jo Powis Financial Planning Ltd

  1. Can you recommend mortgages from the whole market, from a panel of lenders, or from a single lender?
  2. Do you charge a fee? If so, how much is it and when is it payable?
  3. How many years of accounts or tax calculations will lenders want to see for my income?
  4. Are you qualified to advise on equity release, and how would you involve my family in the decision?

Frequently asked questions

Is Jo Powis Financial Planning Ltd authorised by the FCA?

Jo Powis Financial Planning Ltd's website describes it as an appointed representative of St. James's Place, which means that firm takes regulatory responsibility for its advice. Check both names on the Financial Services Register before taking advice.

What types of mortgage does Jo Powis Financial Planning Ltd mention?

On its own website, Jo Powis Financial Planning Ltd mentions: Self-employed, Later life & equity release. Services change, so confirm directly that the firm handles your situation.

How do I contact Jo Powis Financial Planning Ltd?

Jo Powis Financial Planning Ltd's website is jopowis.co.uk and it lists the phone number 01473 670505.

Does Jo Powis Financial Planning Ltd only work with clients in Ipswich?

Its registered office is in Ipswich, but many brokers advise by phone or video and take clients from further afield. Ask the firm which areas it covers.

General information, not advice. Mortgage Brokers List is a directory, not a broker, and nothing here is a recommendation. Contact details and services come from the firm's own website; its identity was matched by the Companies House number shown there. Is this your firm? See how to request a correction or removal.