JWA Financial Planning
About the Business
JWA Financial Planning is a renowned finance establishment that offers comprehensive financial solutions to individuals and businesses. Strategically located at Alexandra Gate, 2 Ffordd Pengam in Cardiff, United Kingdom, JWA Financial Planning is a point of interest for anyone looking to achieve financial stability and success.
At JWA Financial Planning, our main objective is to provide clients with the necessary tools and resources to take control of their financial future. We offer bespoke financial planning solutions that cater to every aspect of an individual or business's finances. From investment advice to tax planning, we strive to provide our clients with personalised solutions that fit their unique needs and objectives.
Our team of experienced financial advisors and planners are always available to offer practical advice and guidance on any financial matter. They have extensive knowledge and experience in the finance industry, enabling them to provide tailored solutions to clients. In addition, we use the latest software and financial models to develop plans that are realistic and achievable within our clients' financial capabilities.
One of our main priorities at JWA Financial Planning is to maintain a close relationship with our clients. We pride ourselves on our excellent customer service and always strive to exceed our clients' expectations. Our team is always available to answer any questions, provide updates, and offer support throughout the financial planning process.
JWA Financial Planning is committed to providing top-notch financial planning services that are affordable, comprehensive, and practical. We welcome anyone seeking financial stability and success to visit us at our Alexandra Gate location in Cardiff, United Kingdom. Contact us today to learn more about our financial planning services and to schedule a consultation with one of our expert advisors.
Photos
Location & Phone number
Alexandra Gate, 2 Ffordd Pengam, Cardiff CF24 2SA, United Kingdom
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Excellent non-pressured professional advise providing suggestions to agree the way forward."
"Great service at short notice"
"I have just purchased my 3rd home and have used Rachel at JWA for my mortgage advice for all three. The service is fantastic and everything is explained very well. I always receive regular updates and queries are always dealt with quickly. I would highly recommend Rachel to anyone."
"Used them the first time when my wife and I bought our first house 5 years ago. Jamie himself dealt with that and had a good service. Decided when our mortgage fixed rate was coming to an end to use them again. This time Jamie's brother Rob dealt with us. Originally we took out two mortgages, one to release some equity from my fathers house to put the deposit down on our current home. Both needed renewing. We agreed a price and Rob set to work and we had a new mortgage on our current home, told my fathers home would be sorted soon. One of the girls in the office rang me then to have the bill settled, couldn't quite hear her very well and misheard the price but gave her my card details to pay. I then had the paper bill in the post which was double what was agreed between myself and Rob and so far nothing regarding my fathers mortgage. Sent Rob a message about being charged double and to ask how my fathers mortgage was coming along, heard nothing, days and weeks passed so attempted to get in touch again to ask what was going on, once again nothing. I've been charged double and the job I paid for wasn't completed and Rob doesn't return my messages. Very disappointed after the great service we had from Jamie originally when he was starting his business up. (Update) Jamie and Rob have both been in touch with me and personally apologised about the mishap. These things happen sometimes, they kindly refunded me the full amount for their services and are sorting out the the second mortgage renewal. This was very much appreciated as not a lot of companies would do this in this day and age. I will return to JWA in future."
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