JWA Financial Planning

We are Cardiff-based independent advisers, providing unmatched expertise in financial planning and mortgages. We’ll help you understand your “magic number” and show you how close you are to retirement. Savour holidays, relax at home, or create lasting family memories, all while knowing your financial plan is in place. Finding the right support is vital when you're going through a challenging time in your life. Our advisers can help you navigate the complicated and changing tax regulations ensuring your wealth reaches the people who matter most. Ensure your investments are tax-efficient and working as hard as they should be. Feel confident that you're making informed decisions about one of your most significant financial commitments. Our passion lies in making a real difference to your financial future.