Sjw Financial Planning Ltd

Independent Financial Adviser 125 Cheltenham Road, Gloucestershire, Gloucester, GL2 0JQ
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
16th September 2019
Trusted to help guide clients to make better financial decisions.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
Simon Wathen PFA
Where to find us

125 Cheltenham Road, Gloucestershire, Gloucester, GL2 0JQ

Make an enquiry
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.

Advice methods
  • phoneButton
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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