JWA Financial Planning
JWA Financial Planning in Cardiff provides financial advice, assisting clients with planning for their future. They offer services including retirement planning and investment management.
- Divorce
- Pensions
- Mortgages
- Investment
- Retirement
- Protection
- Inheritance
- Residential
- Invest Online
- Equity Release
- Financial Planning
- Solutions for Business
- Insurance / Protection
Locations
Digital Popularity
Social Media
LinkedIn132 Followers
Competitors
Macsen Wealth Management provides comprehensive financial planning and wealth management services tailored to individual and business needs.
Tudor House Chartered Financial Planners provides independent financial advice to business owners, focusing on building long-lasting relationships.
Company Details
JWA Financial Planning is operated by Jwa Financial Planning Ltd and is a Active company incorporated on 31 March 2016 with the registered office located in Cardiff, South Glamorgan. Jwa Financial Planning Ltd was registered 9 years ago.
Status
Active
Size
Micro
Directors
2
Age
9 years old
Employees
9
Turnover
Unreported
Total Assets
£516.14K
Cash in Bank
£177.7K
Total Liabilities
-£378.88K
Teams
7
4
2
2
1
Director & Practice Manager • Joined Sep 2011
Manager
Professional Support/ IFA Administrator • Joined Mar 2022
Advisor • Joined Jan 2011
IFA • Joined Sep 2018
Chartered Financial Planner • Joined Apr 2009
Independent Financial Planner • Joined Dec 2020
Advisor • Joined Jan 2011
IFA • Joined Sep 2018
Chartered Financial Planner • Joined Apr 2009
Independent Financial Planner • Joined Dec 2020
Director & Practice Manager • Joined Sep 2011
Manager
Director & Practice Manager • Joined Sep 2011
Manager
Professional Support/ IFA Administrator • Joined Mar 2022