About JWA Financial Planning Ltd

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 planningand investments, we've got the experience and the skills
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 .
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children

  • Business:
  • Commercial mortgages
  • Employee benefits
  • Group pensions
  • Group private medical insurance
  • Group protection

  • :
  • Long term care

  • Mortgages:
  • Buy my next home
  • First time buyers
  • Buy to let
  • Remortgage
  • Equity release
  • Commercial for individuals
  • Self employed

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