JDW Wealth Management Ltd

Independent Financial Adviser 35 Vernon Road, Poynton, Stockport, Cheshire, SK12 1LP
First meeting at adviser's own cost
Response rating
10/10
FCA verified
15th October 2018
We are experienced highly qualified award winning financial advisers. We are here to make you money and save you money.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • EEA
    • Rest of world
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Julianna Willmott APFS, BSc Econ
Independent Financial Adviser
Accreditations
Chartered Financial Planner
Where to find us

35 Vernon Road, Poynton, Stockport, Cheshire, SK12 1LP

Contact us
About us

We are a boutique independent financial advisers who pride ourselves on working exclusively for our clients. We are very transparent with regard to costs and charges. We set realistic expectations and apply a very prudent approach to managing your money. Our strength is our investment expertise.

Our services

We provide wealth management services and holistic financial planning to high net worth individuals and business owners. Our areas of expertise are retirement planning and wealth creation and preservation. We will be with you every step of the way realising your financial plans and ultimately your aims and objectives.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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