financial advisor gloucestershire

Trusted to help guide personal and corporate clientsto make better financial decisions

Why do i need independent financial planning?

Services we offer

Creating and maintaining financial plans plays a vital role in securing your financial future and we are committed to establishing long-term relationships with our clients.

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    Discretionary Portfolio Management
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    Ethical Investing
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    Income Protection
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    Inheritance Tax Planning
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    Key Person Protection
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    Later Life Financial Planning
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    Life Insurance
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    Mortgage Protection
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    Pensions
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    Pension Transfer Advice
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    Shareholder/Partnership Protection
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    VCT and EIS investments

Over a decade of financial planning experience

SJW Financial Planning Ltd are a Gloucestershire-based company who provide ‘whole of market’ independent financial advice for personal and corporate clients

Simon Wathen

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financial advisor