RJW Wealth Management

Independent Financial Adviser  17A Woodlands Grove, Shipley, West Yorkshire, BD17 5BD
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FCA authorised
Last authorised 26th July 2021
RJW Wealth Management is an independent financial advice company based in Baildon, Bradford; serving Yorkshire and surrounding areas. It’s our aim to be by your side – on your side – throughout your financial journey. We can help you, regardless of the stage of life you are at. We offer guidance and support with a view to you achieving your financial goals. So, if you feel you are at a point where you could use some honest and comprehensive advice from a friendly, qualified and knowledgeable adviser, think RJW Wealth Management.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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Stakeholder
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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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Unit trusts
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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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Estate planning
Meet our advisers
Mr Richard Wadsworth
Independent Financial Adviser
About us

I have always been passionate about providing bespoke advice for my clients in a relaxed manner.
Aware of the often sensitive nature of our work, I think the fact that we operate in conjunction with the prominent and celebrated TenetConnect Ltd – a multi award winning financial adviser support group – provides our clients with additional assurances.

Our services

We look out for you with the objective of helping you look forward to the future. Ultimately, we want you to be able to work less and do the things you most enjoy.
How do we go about this? Primarily, by helping you get the most you can from your finances. To do this, we take time to understand your needs and your ambitions. Only then can we provide you with the best advice for you and your own personal set of circumstances. This tailored advice is designed to get your money working harder for you.
However, our work doesn’t stop there. We are on hand to support you whenever you may need us. If you are weighing up important financial planning decisions of any kind, we’re here. We mean it when we say: ‘throughout your financial journey’.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

RJW Wealth Management is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority

17A Woodlands Grove, Baildon, Shipley, West Yorkshire, BD17 5BD

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