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  7. JGW

JGW

Independent Financial Adviser  JGW Limited, London, EC3R 6AF
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FCA authorised
Last authorised 6th December 2021
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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Critical illness
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Income protection insurance
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Life insurance
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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
Meet our advisers
MR Raymond Flannery
Chartered Financial Planner
MR Jonathan Kelley
Independent Financial Advisor
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

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
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    Face to face

JGW Limited, The Northern & Shell Building, 4th Floor, 10 Lower Thames Street, London, EC3R 6AF

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