Sjw Financial Planning Ltd

Independent Financial Adviser  125 Cheltenham Road, Gloucestershire, GL2 0JQ
check
FCA authorised
Last authorised 8th August 2022
Trusted to help guide clients to make better financial decisions.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Equity release
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Long term care
Meet our advisers
MR Simon Wathen PFA
About us

SJW Financial Planning Ltd is an Appointed Representative of Vision Independent Ltd and is proud to offer truly independent, unbiased and professional service.

Simon Wathen has over 17 years of providing financial advice in the Gloucestershire area. Please call to arrange a free initial consultation.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

125 Cheltenham Road, Gloucestershire, GL2 0JQ

Similar advisers near you

Independent Financial Adviser 1.19 mi
We offer a Chartered Financial Planning Service which is professional, Independent and local. You can expect the highest quality advice.
 
Independent Financial Adviser 1.29 mi
Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
 
Independent Financial Adviser 1.33 mi
Clifton Financial Planning is a forward thinking team of experienced Independent Financial Advisers. offering valuable, independent and personalised financial advice.
 
Independent Financial Adviser 1.35 mi
We’re a team of independent financial planners based in Cheltenham. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.