JWA Financial Planning Ltd

Independent Financial Adviser  J W A Financial Planning Ltd, South Glamorgan, CF24 2SA
First meeting at adviser's own cost
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
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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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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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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 16th May 2022
What our clients say
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
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
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
Simple, friendly and efficient service, cheers Sion
Mr Smith, Port Talbot
Great service, thanks Sion
Paul L, Swansea
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.

We provide a FREE, no obligation initial consultation so we can understand you and your goals and so you can get to know who we are and how we could help you realise them.

Where to find us
Head office address: J W A Financial Planning Ltd, 2 Alexandra Gate, Ffordd Pengam, South Glamorgan, CF24 2SA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£151,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    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 16th May 2022

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