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

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

We were established in 2011 by current managing director Simon Wathen, who has over 20 years’ experience in the financial services sector gained with Blue Chip companies such as Barclays and Lloyds Bank.

We believe that choosing a financial adviser is one of the most important decisions you can make when seeking any form of investment and our independence means all clients get both fair and impartial advice.

To ensure you can be confident of the highest level of service at all times, SJW works in partnership with award-winning Vision Independent Financial Planning Ltd.

financial advisor

Why do I need financial planning?

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  • I have the utmost confidence in Simon that he does and will continue to advise me with my best interests at the heart of his advice.

    Mr B, Gloucester

  • I will say Simon fully explained all the pension pitfalls and really tried to portray all the information in layman terms which I found really helpful as pensions are quite a minefield! I was thoroughly pleased with the service he gave.

    Mr O fom Gloucester

  • My adviser is very efficient and knowledgeable. He is able to answer any queries I may have.

    Mrs B from Balsall Common

  • Excellent service excellent professional a credit to the company and an excellent role model value support information and increased understanding.

    Mr H from Cardiff