about us

About JGW

Who we are

JGW are Chartered Wealth Managers and, as a result, hold the industry’s gold standard qualification in the United Kingdom, which means we are amongst the most experienced within our profession.

For more than 20 years, we have helped investors save time, tax and money on their investments. 

JGW is authorised and regulated by the Financial Conduct Authority (FCA number 165729) which means protections for private clients via the Financial Ombudsman Service(FOS) and the Financial Services Compensation Scheme (FSCS).

What we do

We provide investment management services to individual private clients and families, sizes ranging between £200,000 and £20m. Model portfolio services are also provided to professional clients, pension funds and small corporates.

JGW’s approach is very personal. We build strong working relationships with our clients by meeting with them regularly and taking an interest in their lives and their financial goals. We know the families we represent and we have built our business on results and recommendation

Our Services

Investments

We understand that everyone is different and at different stages in life, which is why we provide investment strategies that can be tailored to match your individual needs and circumstances.

Inheritance Tax Planning

Inheritance tax is paid on assets when someone dies. Research has shown that as many as 30 million people are paying too much tax. More than £5bn, or 5% of HMRC’s expected income, could have been saved if people had arranged their affairs more efficiently.

Pensions

Every hard worker dreams of a relaxed and secure retirement. Now that we’re living longer lives, retirements are rarely short-lived, which makes planning for your future as a retiree more important.

ISAs

An ISA (Individual Savings Account) is a tax-free way to save or invest. If you're starting to think about saving or investing, ISAs could be a good place to begin. On other savings accounts, you may have to pay income tax* on the interest you earn.

At Retirement Planning

The choices available to consumers are wide and varied and advice is essential at this key moment. Many of the options available once selected are irreversible such as the purchase of an annuity.

Mortgages

For many buying a house can be an exciting but also daunting prospect. With years of experience and access to all lenders, we're well placed to help you find the very best mortgage. We'll guide you through the process and save you time and money.

Call back request

If you would like to talk with one of our advisers at a time that is convenient to you, just fill in this short form.

If you wish to register a complaint, please contact us:

In writing:
write to The Compliance Officer, 4th Floor, Westmead House, Westmead, Farnborough, GU14 7LP
By phone: 01252 519347

In the event you are unsatisfied with our response you can refer your complaint to the Financial Ombudsman at www.financial–ombudsman.org.uk