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JWA Financial Planning

JWA Financial Planning Email Formats

Financial ServicesFlag of GBCardiff, Wales, United Kingdom1-10 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.

FormatExamplePercentage
{first initial}
j@jwafp.com
66.7%
{first name}
john@jwafp.com
33.3%

Key Contact at JWA Financial Planning

Flag of GB

Keith Allan

Director & Practice Manager

Company overview

Headquarters2 Alexandra Gate, Ffordd Pengam, Cardiff, Wales CF24 2SA, GB
Phone number+442920459446
Websites
NAICS52
Keywords
Retirement Planning, Independent Mortgage Advice, Business Protection & Finance, Investment And Tax Planning., Personal Protection & General Insurance
Founded2009
Employees1-10

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

Entry
Manager
Director

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.

Duda

Duda

CMS

reCAPTCHA

reCAPTCHA

Security

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

Snowplow Analytics

Snowplow Analytics

Analytics

Nginx

Nginx

Reverse proxies

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

Skrollr

Skrollr

JavaScript libraries

Google Analytics

Google Analytics

Analytics

RSS

RSS

Miscellaneous

FlexSlider

FlexSlider

Widgets

Frequently asked questions

JWA Financial Planning is located in Cardiff, Wales, GB.
You can reach JWA Financial Planning at +442920459446.
JWA Financial Planning was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.
JWA Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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