10+

Years
with Yell

J W A Financial Planning Ltd

Delivering Excellence

Technology Business Centre 2 Alexan, Ffordd Pengam, Cardiff, CF24 2SA Directions

Tel 029 2002 3915
   Now closed Open today 09:00 - 17:00

Why Choose Us?

Professional Advice
Extensive Knowledge
Impartial Advice

Business overview

JWA Financial Adviser Cardiff specialise in financial planning and mortgages covering Cardiff, Newport, Swansea and Bristol and surrounding areas.

JWA Financial Adviser Cardiff specialise in financial planning and mortgages, covering Cardiff and all surrounding areas. We understand that our clients are smart, motivated people who are ready to get serious about building their financial future but are possibly short on time and are also unsure about where to start.

JWA Financial Planning – financial advisers in Cardiff can help by spending some time with you to develop a personal and bespoke financial plan that will provide you with clarity, understanding and confidence to move forward.

You will then have more time and energy to focus on the things that really matter – living life knowing that your future is financially secure, and that your assets and family are protected.

THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME. YOUR HOME OR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR ANY OTHER LOAN SECURED AGAINST IT.

Products & Services

BUY TO LET MORTGAGES

BUY TO LET MORTGAGES / BTL

COMMERCIAL MORTGAGES

EQUITY RELEASE

FINANCIAL ADVISERS

FINANCIAL CONSULTANTS

FINANCIAL PLANNING

INDEPENDENT FINANCIAL ADVISERS

INVESTMENTS

LIFE ASSURANCE AND PENSION COMPANIES

LIFE ASSURANCE AND PENSION CONSULTANTS

LIFE INSURANCE

LIFESTYLE FINANCIAL PLANNING

MORTGAGE ADVICE

MORTGAGES

PENSIONS

TAX PLANNING

WEALTH MANAGEMENT

Credentials

Associations

  • Financial Conduct Authority (798772)

Reviews

Excellent

5
Hi mr lee from cardiff.
I whent with jwa financial services to sort my pension out. I can not thank them enough for all there help in sorting my pension out especially mr Jamie allun who was very professional he kept in touch with me at all time .the company is a very professional company which deals with other aspects such as mortgages, wills , and investments.
I would fully recommend this company thats y i gave it 5 star rating. THANK JWA FINANCIAL SERVICES.
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Great Service!

5
Excellent service from Rachel - she helped me stay calm and I remained stress-free throughout a mortgage process that I hadn't been expecting. Many thanks for you help and expertise and speak to you again in another 2 years!
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Pension advice

5
Excellent service. Polite and prompt advice. Spoke to many outfits before finding Jwa.
All of these outfits were very condescending and extortionate. Thank goodness for Jwa, a genuine company with sound advice.
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Highly recommend

5
Excellent service from an extremely nice company. No pushy sales, just sound and solid advice. Highly recommend
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JWA Finacial Planning Laudatory Review

5
We have been using JWA Financial Planning for some years now and found them, on each occasion, to be extremely proficient at providing us with financial advice.
I believe they provide very good value for money and respond promptly and professionally to with any queries presented to them.
To date they have provided us with very sound financial advice with regards to our investments.
They are always polite and helpful and a pleasure to do business with.
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