FAQs
The JWMLifeBookTM Process is a unique service provided by Jennings Wealth Management to capture what you have achieved up to now and how your future may look.
We begin by identifying your goals, aspirations and desired lifestyle. Then we look at the income and expenditure (cash flow) you will require to achieve the things that matter most to you. This analysis encapsulates all areas of planning, including the areas that need to be addressed to ensure adequate resources are available when needed.
Also included is a complete review of your current holdings to see if they are suitable to be included in your JWMLifeBookTM and Financial Journey. Your JWMLifeBookTM blends together your current and proposed financial situation, alongside your own images of your life to date and what you want your future to look like - for you and your family.
Also included is a complete review of your current holdings to see if they are suitable to be included in your JWMLifeBookTM and Financial Journey. Your JWMLifeBookTM blends together your current and proposed financial situation, alongside your own images of your life to date and what you want your future to look like - for you and your family.
Should we plan for school fees?
We work with a select number of providers to deliver a totally integrated solution. Our relationships are reviewed on an ongoing basis to ensure you receive the best level of service at all times.
Can I buy a holiday home? If so, when?
We begin by identifying your goals, aspirations and desired lifestyle. Then we look at the income and expenditure (cash flow) you will require to achieve the things that matter most to you. This analysis encapsulates all areas of planning, including the areas that need to be addressed to ensure adequate resources are available when needed.
Can I take time out to travel the world?
Also included is a complete review of your current holdings to see if they are suitable to be included in your JWMLifeBookTM and Financial Journey. Your JWMLifeBookTM blends together your current and proposed financial situation, alongside your own images of your life to date and what you want your future to look like - for you and your family.
When should I sell my business?
The JWMLifeBookTM Process is a unique service provided by Jennings Wealth Management to capture what you have achieved up to now and how your future may look.
We begin by identifying your goals, aspirations and desired lifestyle. Then we look at the income and expenditure (cash flow) you will require to achieve the things that matter most to you. This analysis encapsulates all areas of planning, including the areas that need to be addressed to ensure adequate resources are available when needed.
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.”
