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?