Aligned Wealth Financial Planning Ltd
Initial consultation free
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I'm a Chartered Financial Planner with nearly 20 years’ experience. I help clients consolidate pensions, plan effectively for retirement, structure tax-efficient drawdown strategies, grow wealth and ensure they have a robust personalised financial plan.
We can advise you on
Clients
helped
11helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
What our clients say
vb
Victoria B
Fantastic service. Jon really knows financial planning inside and out. I felt completely at ease with the amount of expert knowledge that he has and felt that our investments and retirement plans...
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