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
SJW offers a comprehensive financial planning service tailored to your specific requirements. As such, we provide expert, independent advice in the following areas –
Discretionary portfolio management services
Ethical investing
Income protection
Inheritance Tax Planning
Business Protection
Later life financial planning
Life Insurance
Pensions
Pension transfers
VCT & EIS Investments
Mortgage Protection
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.