OUR PARTNERS
OUR PARTNERS
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.
PROFESSIONAL CONNECTIONS
We also work in connection with other linked professionals who can be of assistance within your general financial planning:
Brooks & Partners is a firm of Solicitors based in Frimley, Surrey. We work with their team of professionals who are experienced in handling all aspects of private, business and commercial law. They offer a comprehensive range of legal services to both individuals and business clients.
They can assist with areas which include but are not restricted to: will writing, conveyancing, matrimonial matters, employment issues, business acquisitions, business disposals, inheritance tax, general business advice etc.
SERVICE PROVIDERS
True Potential partnered by our outsourced specialists provide regulatory oversight , compliance and business support. Using specialist business support and compliance services we are able to build a scalable and compliant business.
True Potential and Transact provide the main underlying technology infrastructure and reporting tools we use to manage your portfolio and communicate with you on an ongoing basis. They help us streamline our communication and service delivery.
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.”
