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  7. JGW

JGW

Independent Financial Adviser  JGW Limited, London, EC3R 6AF
First meeting at adviser's own cost
A long established Chartered firm that provides a unique, long term and personal service to each of our clients.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 10th May 2021
Meet our advisers
MR Raymond Flannery
Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

MR Jonathan Kelley
Independent Financial Advisor

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
My situation with personal property, pensions and an Interest only mortgage was becoming too complex. I needed to understand what my best options were. Ray spoke at length with me to find out my full circumstances and gave me excellent advice which has helped me hugely. I am now fully aware what my retirement options are.
Steve, Surrey
I needed a financial advisor for a Property purchase and planning for retirement. Ray recommended moving my existing pension which was basically not doing anything to another to provide a better income for my retirement. Everything is The advise was clear and understandable and I have achieved what I needed.
Rita, Guildford
A pension fund came to fruition and I wanted advice on how best to utilise the funds. Ray explained several options that were available and then advised me as to the best possible outcome for each. We then discussed the pros and cons and decided which option to go for. I feel that Ray really couldn't have done anything better as he was very thorough and concise and extremely patient when I kept asking questions! I would have no hesitation in recommending his services.
Bernadette, London
As I approached mid 60's with failing health and a disparate portfolio of assets I thought it was time to review where I was on my financial road and have a plan for the future. Ray completely appraised where I was and by setting goals gave me a number of options to go forwards with based on a risk reward profile that we jointly agreed suited me. My various pensions that were earning very little are now managed by a SSIP and that in turn has invested under Ray's guidance to provide a healthy income stream whilst retaining an asset that is still showing capital growth on top of the revenue stream. My family are now secure well into the future and I have some order in what was once a chaotic financial horizon. The whole process was accomplished at a very reasonable cost. It's a great feeling knowing that the head of the business takes the time to understand your issues and keeps a watchful hand on the tiller at all times.
John, Surrey
Raymond gave me excellent advice, he explained clearly what I needed to do and what he would do. He has guided me every step of the way. I have been completely satisfied and continue to be. We meet regularly and I’m kept up to speed.
Lindsay, Kent
About us

JGW are Chartered Wealth Managers and, as a result, hold the industry’s gold standard qualification in the United Kingdom, which means we are amongst the most experienced within our profession.

For more than 20 years, we have helped investors save time, tax and money on their investments.

JGW is authorised and regulated by the Financial Conduct Authority (FCA number 165729) which means protections for private clients via the Financial Ombudsman Service(FOS) and the Financial Services Compensation Scheme (FSCS).

Our services

• Understand our client’s goals
• Develop a long term plan
• Review progress
• Achieve our client’s goals

Where to find us
Head office address: JGW Limited, The Northern & Shell Building, 4th Floor, 10 Lower Thames Street, London, EC3R 6AF
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 10th May 2021

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