Our Clients

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.

J M Wakeling IFA has been built based on honesty, reliability and excellent service. Many of our clients have personally trusted us for nearly 16 years, and throughout this period, we’ve developed many good friendships.

We offer advice on a whole range of financial services including the following:

• Retirement and pension planning
• Investing for capital growth or income
• School fees planning
• Tax planning and mitigation
• Protection against critical illness
• Income protection
• Inheritance and succession planning
• Long-term care
• Family protection life assurance
• Stockbroking services
• Wills and Estate Planning*
  

*The Financial Conduct Authority (FCA) does not regulate all of these products and services