About us
ABOUT JENNINGS WEALTH MANAGEMENT
Based in Newbury, with a presence in Bracknell, Camberley and London, Jennings Wealth Management Ltd is an independently owned financial planning business. Our specialism is the provision of comprehensive, in-person financial and lifestyle planning for a select number of clients located in the home counties and central London.
We typically work with successful business owners, company directors and entrepreneurs. Our clients are time poor, but serious about organising their finances to enjoy the lifestyle they’ve worked hard for.
Our commitment to delivering unrivalled bespoke financial planning is demonstrated through the award of Chartered Financial Planners status – the highest independent financial adviser firm accreditation.
FOCUS
We focus on continual improvement and innovation, to ensure we are equipped to deal with our clients ever changing needs. The JWMLifeBook is a new and unique service that can be provided within the Associate Level Services (please see the fees section for full details). It provides a current snapshot of the client’s situation as well as an overview of the future financial plan, considering each individual’s circumstances – blended and brought to life by their own personal photographs.
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.”
