HOW WE DO IT
We believe that there are no standard solutions to meet your business, financial and lifestyle planning needs, as no two people have identical financial situations.
We believe the role of a Chartered Financial Planner is to help you understand your current circumstances and to plan for the future, mindful of what you want to achieve, as well as anything that might influence or change your plans along the way.
LONG-TERM COLLABORATION
We believe in creating long-term collaborative relationships. We adjust and review your JWMLifeBookTM Plan regularly, to ensure you remain on target to meet your personal or professional goals.
We offer two differentiated levels of service*, so you receive the right level of attention and support suited to your specific needs:
DOWNLOAD our SERVICES GUIDE
*In some instances we can provide a transactional service, if your needs fall outside of our two main service categories. More information is available on request.
JENNINGS WM
We empower you to make life changing decisions; establishing your lifestyle goals and then creating a JWMLifeBookTM Plan
Testimonials
“Stephen has always offered me great financial advice throughout the last 5 years – we will continue to use Jennings Wealth Management and expertise.”
“Stephen has been in charge of my pension pot for over three years during which time I have be very happy with his sound professional advice and his innovative approach to maximising returns on my investments. Under Stephen’s control I am satisfied that my future finances are in safe hands.”
