Financial Adviser Cardiff – JWA Financial Planning
We are a firm of independent financial planners, independent mortgage advisers and insurance brokers. Please do not hesitate to contact us with your enquiry and we can let you know if and how we can serve you.
Be the first to leave a review for Financial Adviser Cardiff – JWA Financial Planning.
What do you love most about your job?
Helping clients to better understand their finances and what is important to them in their life as well as identifying the future lifestyle they wish to live. Then helping them to work towards achieving and maintaining that lifsetyle.
What inspired you to start your own business?
I love working with people and have a passion for delivering true financial planning to our clients.
Can you provide your services online or remotely? If so, please add details.
Yes, we can provide our service face to face, over the phone and via remote video streaming services such as Zoom and FaceTime.
What changes have you made to keep your customers safe from Covid-19?
We offer our service remotely and are also able to accomodate those clients in a covid secure environment that still prefer and require face to face meetings.
Financial Planning
A review of your financial circumstances and a discussion of your current situation and desired future. We will then provide a recommendation for you to help you achieve your goals, so you understand how and what you should save, how to protect any wealth you have already built and to ensure your finances are arranged as tax efficiently as possible.
Retirement Planning / Pension Advice
We can provide a review of your existing pensions to ensure that you are invested in appropriate investments, your plan charges are fair and appropriate and to help you make the most of your allowances and decide on the level of contributions required to meet your financial plans. We can also recommend and set up new pensions for you if you do not have a pension.
Investment Planning / Saving for Your Future
Advice to establish a tax efficient investment strategy. This may include setting up new investments, reviewing and potentially amending existing investments to ensure they are suitable to meet your requirements.
Inheritance Tax and Estate Planning
We provide advice to clients to ensure that any value they do leave behind them as a legacy is protected for their chosen beneficiaries and is left to them as tax efficiently as possible. This may include setting up plans or adapting your plans to assist you in mitigating against inheritance tax where possible.
Mortgage
Our qualified advisers can help you find the right mortgage. We cover the whole market and provide objective advice with an initial free consultation and no obligation. Whether you are a first time buyer, moving home, remortgaging, buying to let or seeking commercial finance JWA Mortgages can find you the best solution.
