JWA Financial Planning Ltd

Independent Financial Adviser  J W A Financial Planning Ltd, South Glamorgan, Cardiff, CF24 2SA
First meeting at adviser's own cost
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
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Annuity purchase
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Auto enrolment
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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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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Next home / Remortgaging
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Self-employed mortgages
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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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Socially responsible investments
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Lump sum
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Regular savings
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Savings for children
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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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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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Commercial mortgages
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group private medical insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 2nd August 2021
Meet our advisers
MR Jamie Allan BSc, FPFS
Chartered Financial Planner

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

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.

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

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

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

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

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

At the end of the unit candidates should be able to understand the use of platforms in providing financial services, the legal regulatory environment in which they operate and the ability to assess the suitability of platforms in meeting client requirements

Accreditations
Chartered Financial Planner
MR Tim Turley
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

Mr Siôn Waldron
Independent Financial Planner

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

Accreditations
Certified Financial Planner
What our clients say
Jamie went out of his way to help us!
Asaf Flumendorf, London
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
Good Service from Sion
Rhidian W, Neath
Would recommend Sion to anyone looking for retirement planning
G Wainwright, Neath
Very happy with the protection and retirement planning Sion has done for us.
Mr and Mrs Johnson, Neath
Great service, thanks Sion
Paul L, Swansea
Simple, friendly and efficient service, cheers Sion
Mr Smith, Port Talbot
About us

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

We have a highly qualified team with experience in all aspects of financial planning. and property finance. 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.

JWA is also a successful Mortgage Brokerage, sourcing mortgages for our clients in all sectors including residential, buy to let and commercial .

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.

Where to find us
Head office address: J W A Financial Planning Ltd, 2 Alexandra Gate, Ffordd Pengam, South Glamorgan, Cardiff, CF24 2SA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 2nd August 2021

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