JW Finance Ltd are a firm of independent financial advisors who are committed to offering complete independent advice.
Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
There are many good reasons for saving, from putting away money for emergencies to the bigger, more exciting things in life like a deposit on a home, or a special family holiday.
Most of us are probably aware that there are policies available that provide life insurance, protect us in the event of a critical illness, or pay out if we had an accident or illness which stopped us from working.
Auto enrolment is an initiative introduced by the government to require all employers to provide a workplace pension scheme in order to help their employees save for retirement.
We can help you to build a suitable investment strategy to make your money work harder and in as tax-efficient a way as possible.
The good news is that we’re all living longer, which means that those reaching 65 today might easily expect to spend around 20 years in retirement.
With property prices having risen over the last few years, you don’t have to be hugely wealthy to be affected by Inheritance Tax (IHT).
Right now, retirement might seem a very long way off, but it’s never too early to think about your pension.
To find out more, please call us on 0207 129 1084 or email us at james@jwfinance.co.uk