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
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
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 .
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
Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting. Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.