J M Wakeling IFA is a firm of independent financial advisers specialising in providing advice on pensions, investments, Inheritance Tax planning, Estate Planning, wealth/personal protection and Stockbroking services. We can help you make informed decisions about the investment choices that are right for you by assessing your life priorities, goals and attitude towards risk for return.
Forward planning for your retirement can mean having the reassurance of financial security in later years, rather than the worry of wondering how you will cope. At J M Wakeling IFA, we believe the preservation and constructive transfer of wealth are primary components of a successful wealth protection strategy. Originally established in 2000, J M Wakeling IFA is now firmly positioned as a premier provider of Independent financial advice.
Based in Billericay, we understand the major financial decisions you make will have significant and life-changing consequences. It is therefore essential that you seek professional Independent financial advice from people you can trust.
Forward planning for your retirement can mean having the reassurance of financial security in later years, rather than the worry of wondering how you will cope. At J M Wakeling IFA, we believe the preservation and constructive transfer of wealth are primary components of a successful wealth protection strategy. Originally established in 2000, J M Wakeling IFA is now firmly positioned as a premier provider of Independent financial advice.
Based in Billericay, we understand the major financial decisions you make will have significant and life-changing consequences. It is therefore essential that you seek professional Independent financial advice from people you can trust.
Services
J M Wakeling IFA is a firm of independent financial advisers specialising in providing advice on pensions, investments, Inheritance Tax planning, Estate Planning, wealth/personal protection and Stockbroking services.
We've been helping clients navigate complex financial markets since 2000, and from those very early days, our business has evolved primarily through client recommendations.
Based in Billericay we provide impartial, unbiased and objective independent financial advice with a view to protecting and enhancing our clients' wealth and sense of well-being.
We've been helping clients navigate complex financial markets since 2000, and from those very early days, our business has evolved primarily through client recommendations.
Based in Billericay we provide impartial, unbiased and objective independent financial advice with a view to protecting and enhancing our clients' wealth and sense of well-being.
Our ethos is centred upon building long term relationships with our clients and to provide the highest possible service at all times, whilst assisting them in achieving their goals.
We'll require you to gather financial information in advance of our meeting.
This will enable us to develop a clearer picture about your particular situation.
To help us do this, we'll need to see documents, including life assurance, pension, savings, investments or bank statements.
This is also an opportunity for you to outline the issues that you'd like to discuss.
We'll require you to gather financial information in advance of our meeting.
This will enable us to develop a clearer picture about your particular situation.
To help us do this, we'll need to see documents, including life assurance, pension, savings, investments or bank statements.
This is also an opportunity for you to outline the issues that you'd like to discuss.
Managing your accumulated wealth and ensuring the financial security of yourself and your loved ones eases the stresses of day-to-day living and allows a level of comfort which may otherwise be difficult to achieve.
Since the very beginning, we have firmly believed that choosing an independent financial adviser is one of the most important decisions you will make.
At J M Wakeling IFA, we provide high-quality, professional financial planning with clearly defined service levels and a transparent fee structure.
Since the very beginning, we have firmly believed that choosing an independent financial adviser is one of the most important decisions you will make.
At J M Wakeling IFA, we provide high-quality, professional financial planning with clearly defined service levels and a transparent fee structure.
There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.
The foundation of the service we provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients' financial planning strategy as events inevitably change.
Our approach is simple: we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.
The foundation of the service we provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients' financial planning strategy as events inevitably change.
Our approach is simple: we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.
Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future.
You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.
We provide solutions for the diverse needs of our clients, enabling each individual to structure their finances as efficiently as possible.
You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.
We provide solutions for the diverse needs of our clients, enabling each individual to structure their finances as efficiently as possible.
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