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.
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.
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.
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.
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.
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.
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.
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