Jade Independent Financial Advisors Ltd
SM6, Wallington
(9)
SM6, Wallington
(9)
We offer personalised advice on a host of areas such a mortgages , savings. investments , protection , pensions and inheritance. We adhere to strict Financial Conduct Authority rules and regulations.
9 customer reviews
I was here
Professionally and efficiently run by good kind caring people
Reviewed on Google Maps
Łukasz Rekowski
Typowa logistyka uk. Ciasno do manewrowania w ciągu tygodnia.
Reviewed on Google Maps
Joseph Varghese
Reviewed on Google Maps
Adrian STB
Reviewed on Google Maps
Paul Falkner
Reviewed on Google Maps
Ashley Lewis
Reviewed on Google Maps
David Collins
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Faye Marasigan
Reviewed on Google Maps
Hussein M Hussein
Is the right place to help you grow your business
Reviewed on Google Maps
What do you love most about your job?
We are able to advise our clients using services provided by all companies approved by the Financial Conduct Authority.
Why should our clients choose you?
Our clients have been mainly introduced to us by recommendation.
Can you provide your services online or remotely? If so, please add details.
We can offer appointments via Zoom , Facetime , Whats App etc.
What changes have you made to keep your customers safe from Covid-19?
Our offices are Covid-19 safe. All necessary precautions are taken .
Financial Planning
Organising your finances to enable you to achieve your important goals (university fees, property deposits, retirement etc).
Savings Advice
Develop a savings strategy aimed at creating wealth for your future.
Wealth Management
Designing investment strategies to enable your savings and investments to grow.
Protection
Creating a safety net around you to prevent life's 'what if's' from derailing your finances.
Pensions
Make sure you have sufficient money to enjoy a happy retirement.
We do not offer advice on Defined Benefit Transfers but we can make a referral to an approved provider.
Estate Planning
Organise your affairs to ensure your wealth passes to those you want to receive it.
Reduce the inheritance tax liability and maximise your legacy to your intended beneficiaries.
Enable your loved ones to achieve financial stability, by giving them money during your lifetime (without jeopardising your own future)
Tax Planning
Legitimately mitigating your tax liabilities (income tax and capital gains tax).
