Advice Areas

All advisers at JWFS are Chartered Financial Planners, illustrating our knowledge and capability to advise on a wide array of personal finance areas.

This will of course be discussed in much more detail during our meetings, but below is a brief overview of some of the areas in which we can provide advice.

To talk to us about any aspect of your finances, make an appointment with JW Financial Services today.

Tax treatment is dependent on individual circumstances and may be subject to change in future. The value of units can fall as well as rise, and you may not get back all of your original investment.

A pension is a long-term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Protection plans will have no cash in value at any time and will cease at the end of the term. If premiums are not maintained, then cover will lapse A critical Illness Policy may not cover all definitions of a critical illness. For definitions of illnesses covered please refer to the Key Features and Policy Documents.

Tax , Trust & Inheritance Tax planning advice is not regulated by the Financial Conduct Authority.