JWA Financial Planning Ltd
Initial consultation free
Independent
We are passionate about helping our clients plan ahead to ensure a bright future for themselves, their families and their business. From retirement planning and wealth management to estate planning
and investments, we've got the experience and the skills
We can advise you on
Clients
helped
66helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£150k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Jamie Allan BSc, FPFS
Chartered Financial Planner
MR Tim Turley
Independent Financial Adviser
Mr Siôn Waldron
Independent Financial Planner
Rachel Allan
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Legal information
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