JWA Financial Planning Ltd

Independent Financial Adviser J W A Financial Planning Ltd, 2 Alexandra Gate, Ffordd Pengam, South Glamorgan, Cardiff, CF24 2SA
First meeting at adviser's own cost
Response rating
10/10
FCA verified
15th October 2018
Our advice will help provide you with greater clarity, knowledge and confidence. We specialise in retirement, tax and investment planning.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Home reversion
    • Remortgage
    • Residential
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Jamie Allan BSc, FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Tom Waldock
Independent Financial Adviser
What our clients say
I would just like to say it was a pleasure doing business with JWA. I was really impressed with the efficiency and professionalism with which they conduct their business. Brilliant service !!
L. Williams, Port Talbot
Excellent initial meeting made everything straight forward after this and will definately continue to use their advice in the future.
M. Jones, Newport
Very efficient, friendly & got things done, very pleased.
B. Mulcahy, Bristol
Jamie went out of his way to help us!
Asaf Flumendorf, London
Where to find us

J W A Financial Planning Ltd, 2 Alexandra Gate, Ffordd Pengam, South Glamorgan, Cardiff, CF24 2SA

Contact us
About us

We provide independent advice and financial planning services to help our clients achieve their personal financial objectives.

We have a well qualified team with a range of experiences in all aspects of financial planning. We love what we do and we provide bespoke lifestyle financial planning advice to help you do more of the things you love to do.

We are privileged to be trusted by our clients and we continue to enjoy serving many of our clients for the long term.

Our services

We work on a consultative basis with our clients to ensure that their financial affairs are structured in the best possible way to help them achieve their goals and make informed decisions about their wealth.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

JWA Financial Planning Ltd is an appointed representative of The Tavistock Partnership Limited which is authorised and regulated by the Financial Conduct Authority. FCA No: 608750.
Registered in England and Wales, Reg number 10093080. Registered office: The Business Centre, Cardiff House, Cardiff Road, Barry, Vale of Glamorgan, CF63 2AW
National Savings & Investments, Tax and Trust Planning are not regulated by the Financial Conduct Authority.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

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