JWFP.CO.UK

JW Financial Planning

Welcome to JW Financial Planning. JW Financial Planning Limited Welcomes Whitehead Group Clients and Staff. On the 1st December 2013 all the clients and staff of the Whitehead Group have been transferred to JW Whitehead. Everyone at JW Whitehead are looking forward to continuing with the level of service and advice that Whitehead clients have been used to receiving over the past 27 years. For more details on the services JW Whitehead offer please click here. This is achieved by:.

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JW Financial Planning | jwfp.co.uk Reviews

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Welcome to JW Financial Planning. JW Financial Planning Limited Welcomes Whitehead Group Clients and Staff. On the 1st December 2013 all the clients and staff of the Whitehead Group have been transferred to JW Whitehead. Everyone at JW Whitehead are looking forward to continuing with the level of service and advice that Whitehead clients have been used to receiving over the past 27 years. For more details on the services JW Whitehead offer please click here. This is achieved by:.

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1 team

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5 our services

6 investment planning

7 pension planning

8 protection planning

9 estate planning

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JW Financial Planning | jwfp.co.uk Reviews

https://jwfp.co.uk

Welcome to JW Financial Planning. JW Financial Planning Limited Welcomes Whitehead Group Clients and Staff. On the 1st December 2013 all the clients and staff of the Whitehead Group have been transferred to JW Whitehead. Everyone at JW Whitehead are looking forward to continuing with the level of service and advice that Whitehead clients have been used to receiving over the past 27 years. For more details on the services JW Whitehead offer please click here. This is achieved by:.

INTERNAL PAGES

jwfp.co.uk

1

JW Financial Planning

http://jwfp.co.uk/prestbury.php

Our offices are located in Prestbury, ideally situated in the centre of the village with free car parking nearby. We realise that discussing financial affairs can be sensitive which is why we have created a relaxed, professional and welcoming environment which we are very proud of. 2013 JW Financial Planning Ltd. JW Financial Planning Limited is authorised and regulated by the Financial Conduct Authority.

2

JW Financial Planning

http://jwfp.co.uk/about.php

Our organisation was formed in November 2006 by John Wilkinson with a vision to provide the highest possible level of financial planning services. By starting a completely new firm of independent financial advisers provided us with the opportunity to utilise all the latest technology and systems to focus on client advice and service. Our external support team, which has been built up over many years, means we can offer extensive specialist support in all areas of financial planning:.

3

JW Financial Planning

http://jwfp.co.uk/pension_planning.php

Pension funds are all about achieving a suitable investment return for clients taking into consideration their attitude to risk and timescale. A pension is a tax efficient savings vehicle which clients need to understand and feel confident with. Wherever possible we will try to separate the investment management from the pension fund administration. This is achieved by using investment managers to manage your money and administration companies to run the actual pension. 2013 JW Financial Planning Ltd.

4

JW Financial Planning

http://jwfp.co.uk/team.php

Our team consists of dedicated professionals striving to deliver you with the right advice combined with the best possible service. John has worked in financial services for 26 years and over that period has built up a number of different businesses. Having a broad range of financial services experience has enabled John to develop a very client focused approach to advice and solutions. Stuart is the secretary for the King’s School Macclesfield Former Pupils Association and also a coach on his elder son’s...

5

JW Financial Planning

http://jwfp.co.uk/investment_planning.php

We do not believe that it is the role of the financial adviser to select individual investment funds for clients. Which matches a client’s risk profile and return expectation is fundamental to investments. Research shows that asset allocation. Is the most important factor in achieving satisfactory client returns. We will work closely with clients to ensure that the adopted investment strategy is matching their expectations. 2013 JW Financial Planning Ltd.

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Welcome to JW Financial Planning. JW Financial Planning Limited Welcomes Whitehead Group Clients and Staff. On the 1st December 2013 all the clients and staff of the Whitehead Group have been transferred to JW Whitehead. Everyone at JW Whitehead are looking forward to continuing with the level of service and advice that Whitehead clients have been used to receiving over the past 27 years. For more details on the services JW Whitehead offer please click here. This is achieved by:.

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