WHAT WE DO

Dec 8, 2012

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OUR APPROACH

Our approach will help you to discover what is really important to you. We take time to really understand you: listening, questioning and helping you gain clarity around your current situation.

We partner with you through your life stages, shaping and remoulding your finances so you can live the life you want and be fulfilled in the greatest sense of the word.

Our focus is on what you ultimately want to achieve – rather than concentrating on how best your assets can or will perform.

BREATH OF FRESH AIR

We believe that our families, partners and children are the soul of our being. It’s easy to get wrapped up in the details of everyday life and not spend enough quality time with your family – especially when the children are young. We want to help you attain a better balance between work and free time.

We believe in bringing a breath of fresh air to your financial resources, creating a concise view of your current position, then formulating a structured plan to allow you to take ownership of your financial future.

GENUINE UNDERSTANDING

We believe in genuinely understanding you and the real issues you are struggling with. Good financial planning is not just about your money, plans, pensions and investments, but your real self and getting to the core of the things that matter most.

We don’t believe that bigger is better. At Jennings Wealth Management we plan to remain a boutique size firm, so all clients continue to receive a dedicated, intimate service, with personal relationships you can depend on.