Sjw Financial Planning Ltd

Independent Financial Adviser  125 Cheltenham Road, Gloucester, Gloucestershire, GL2 0JQ
First meeting at adviser's own cost
Trusted to help guide clients to make better financial decisions.
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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Stakeholder
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Equity release
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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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Offshore investments
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Socially responsible investments
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Unit trusts
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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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Taxation planning
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 24th February 2020
Meet our advisers
Simon Wathen PFA

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk

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.

Where to find us

125 Cheltenham Road, Gloucestershire, Gloucester, GL2 0JQ

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 24th February 2020

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