JWA Financial Planning LTD
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- 2 Alexandra Gate, Ffordd Pengam, Cardiff, South Glamorgan, CF24 2SA
JWA Financial Planning Ltd is a leading financial firm, registered under FCA number 798772, offering expert financial planning services from their base in Alexandra Gate, Cardiff. Specializing in providing regulated advice on investments, pensions retirement advice, final salary pension transfers and funeral plans, and they are dedicated to making financial planning understandable and accessible. As a life insurance provider, they ensure peace of mind for families across South Glamorgan and surrounding counties. Their client-centered approach and comprehensive financial solutions make them a trusted partner for individuals seeking sound and secure financial future. This professional, yet approachable firm built its reputation by consistently delivering tailored financial solutions with integrity and transparency.
Their team includes 5 financial advisers and 2 mortgage brokers. Check FCA registration here.
JWA Financial Planning LTD are approved by the FCA to give advice on:
- ✔ Pensions & Retirements
- ✔ Financial Planning
- ✔ Investments
- ✔ Mortgage
- ✔ Equity Release
- ✔ Life Insurance
- ✔ Funeral Plans
Directions to JWA Financial Planning LTD from the Motorway
- From the M4:
- At Junction 17, please take the A429 / A350 exit towards Cirencester / Chippenham.
- Proceed to merge onto the M4.
- Then, execute a slight turn to the left onto the A48 (M) (follow signs for Cardiff (E) / Cardiff (S) / Caerdydd (Dn) / Caerdydd (D) ).
- Continue on Eastern Ave / A48.
- Proceed to take the A4232 ramp in the direction of Cardiff (E) / Caerdydd (Dn) / Docks / Dociau.
- At the roundabout, please take the first exit onto Southern Way / A4161 / A4232.
- Ensure you keep right to remain on Southern Way / A4161 / A4232. Continue to follow the A4232.
- At the subsequent roundabout, take the third exit onto Rover Way.
- At the next roundabout, take the first exit onto Ffordd Pengam.
- Make a right turn.
- Followed by a left turn. Your destination will then be on your right.
List of advisers under JWA Financial Planning LTD:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.