JWA Financial Planning Information

Independent Financial Advisers offering advice for post and pre retirement planning, saving and investing, mortgage, protection and general insurance. We take a special interest in each and every one of our clients both existing and new. We have tried to take some of the mystery away from personal financial planning. It's not a difficult concept, summed up very well by three Warren Buffet principles of investment: 1.Don't lose money 2.Don't borrow 3. Don't forget the first point. We are independent of any product provider and work in our clients best interests only. We are able to offer you products from the whole of the market and will advise and make a recommendation to you after a full assessment of your needs and aspirations. Before providing any advice we will provide you with a copy of our Client Agreement document and will agree with you the terms of our service. We will also discuss with you the options for you to pay for our advice. JWA Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. FCA No. 798772. Registered in England and Wales, Reg. number 10093080. Registered office: The Business Centre, Cardiff House, Cardiff Road, Barry, Vale of Glamorgan, CF63 2AW.