Why Choose JWFS?

We are proud of our Independence and our ability to review the whole of the market to select the most suitable solution for you. We can help you achieve your financial ambitions whether that be financial independence, tax efficiencies, general growth plus much more.

Our clients are the centre of everything we do. We will analyse your situation and goals, research using state of the art technology, and provide you with the best financial plan to achieve your objectives.

As Chartered Financial Planners, regulated by the FCA, it is our responsibility to not only advise you on what you want but also what you need. You are, of course, not obligated to follow any of our advice; but it is imperative we provide all the options to enable you to make a fully informed decision.

Whilst we follow an advice process, there are no strict timescales. We will never pressure you to make a decision, although we will of course inform you of any financial deadlines.

Each financial plan we present is tailored to your personal circumstances. We are not tied to any providers or investment companies; we simply work on your behalf to select the most suitable solution given your requirements.

Our commitment to you does not end at the implementation stage; life is never predictable, we change and so do our goals, never mind financial markets and government legislation. That is why we believe in providing an ongoing service so the

Financial Plan can be tweaked and adjusted to ensure you stay on track.

We are confident you will be satisfied with our advice. However, please be assured we are always open to critique on how we can improve our service. Please never hesitate to get in touch with any questions or concerns.