


JWA Financial Planning Email Formats
Financial Services • Cardiff, Wales, United Kingdom • 1-10 Employees
JWA Financial Planning Email Formats
JWA Financial Planning uses 2 email formats. The most common is {first initial} (e.g., j@jwafp.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@jwafp.com | 66.7% |
{first name} | john@jwafp.com | 33.3% |
Key Contact at JWA Financial Planning
Keith Allan
Director & Practice Manager
Company overview
| Headquarters | 2 Alexandra Gate, Ffordd Pengam, Cardiff, Wales CF24 2SA, GB |
| Phone number | +442920459446 |
| Websites | |
| NAICS | 52 |
| Keywords | Retirement Planning, Independent Mortgage Advice, Business Protection & Finance, Investment And Tax Planning., Personal Protection & General Insurance |
| Founded | 2009 |
| Employees | 1-10 |
About JWA Financial Planning
Independent Financial Advisers offering advice for post and pre retirement planning, saving and investing, mortgage, protection and general insurance. We take a special interest in each and every one of our clients both existing and new. We have tried to take some of the mystery away from personal financial planning. It's not a difficult concept, summed up very well by three Warren Buffet principles of investment: 1.Don't lose money 2.Don't borrow 3. Don't forget the first point. We are independent of any product provider and work in our clients best interests only. We are able to offer you products from the whole of the market and will advise and make a recommendation to you after a full assessment of your needs and aspirations. Before providing any advice we will provide you with a copy of our Client Agreement document and will agree with you the terms of our service. We will also discuss with you the options for you to pay for our advice. JWA Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. FCA No. 798772. Registered in England and Wales, Reg. number 10093080. Registered office: The Business Centre, Cardiff House, Cardiff Road, Barry, Vale of Glamorgan, CF63 2AW.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
JWA Financial Planning has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
JWA Financial Planning has never raised funding before.
JWA Financial Planning Tech Stack
Discover the technologies and tools that power JWA Financial Planning's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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