Our aim is to provide our clients with wealth management solutions to help them to reach their financial potential. We work with our clients to help develop a long term series of strategic plans. The plans are aimed at helping to build and preserve wealth, manage cash and borrowings whilst instigating the required level of financial protection as we assist our clients on their financial journey.
At the core of our business are the relationships we have with our clients. Our relationships are built on trust and mutual respect. The majority of our clients have an exclusive working relationship with their Consultant building a long term trusting partnership. A JWA Wealth Management Consultant may, with agreement, introduce to other Practice advisers who specialise in specific areas of financial planning. If required, the introduction of Solicitors and Accountants can be made to assist in the planning process from our preferred professional partners.
Our experienced financial planning Consultants are extremely approachable providing a personal service that you can trust. Being accessible is important, if a Consultant is unavailable for any reason one of their colleagues will step in to deal with any client queries.