Services

Services

OUR AIM IS TO HELP YOU MAKE THE MOST OF YOUR MONEY

Areas of advice…

Please select one of JGW’s areas of advice from the options below to find out more.

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.

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.

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.

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

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.

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.