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Welcome to JWC Financial Solutions Ltd

FULL RANGE OF FINANCIAL AND PROTECTION SERVICES

Our Services

Featured below are the ones our clients ask for most frequently.

  • service

    Financial Planning

    There are so many issues to consider when planning your financial future...

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  • service

    Mortgages

    Mortgages are loans which are intended to help buyers purchase residential property...

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  • service

    Pensions

    When you retire you still need food and shelter as an absolute minimum, but of course you will want ...

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  • service

    Protection

    You can protect yourself and your family financially by making money available...

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  • service

    Wealth Management

    Wealth, just like your health, must be carefully preserved...

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Financial Advisers Located in Hagley, Worcestershire

Financial Advisers Located in Hagley, Worcestershire

Welcome to JWC Financial Solutions

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 07730 070097 or email us at info@jwcfs.co.uk and we'll be pleased to help you.

The Financial Conduct Authority do not regulate inheritance tax planning.

OUR PLAN FOR YOU

OUR PLAN FOR YOU

Here's how we formulate the plan towards Your Goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

  • ABOUT YOU

    We meet together to discuss your personal circumstances and your current financial situation.

  • YOUR GOALS & AMBITIONS

    Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

  • ANALYSIS

    We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

  • HOW TO GET THERE

    So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

  • IMPLEMENTATION

    It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

  • REVIEW THE PLAN & PROGRESS UPDATES

    If required, review dates will be agreed and can take place annually or more regularly if required or requested.

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

Request a Call Back

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

TESTIMONIALS

See What Our Clients Have to Say About Us

Ben Riley

"Can’t recommend the team at JWS enough. We dealt with Nicola primarily, as our mortgage advisor, she was a absolute dream. Efficient, honest and as hard working as we could of wanted. As first time buyers she talked us through everything we needed to do, what the process looked like and made sure we did everything we could to sort out our mortgage quickly. Nicola is exceptionally knowledgeable and her communication was excellent. We will definitely use her again when our rate is in need of changing!! Highly recommend JWS and their services."

Simon Blewitt

"Always working and chasing latest news and updates from 3rd parties on your behalf. Professional and knowledgeable and delighted at the savings from remortgaging through JWC. Really pleased with the service I have received and would definitely recommend."

lisa Biddle

"Cant speak highly enough of Sheila at JWC, she goes above and beyond to help find what’s right for you and keeps you well informed throughout. Nothing is too much trouble for this lady, would recommend 100%"

Aaron Murphy

"We have used JWC Financial Solutions for our last three mortgages and life insurance requirements and the service they provide is always to the highest possible standard. The advice we receive is always clearly explained and all applications completed on our behalf are done so quickly, aiding a speedy completion.
We will continue to use them for all our future needs."

James Beech

"First class service from JWC. Sheila Pal worked with us to secure a fantastic mortgage and protection products. Highly professional and friendly. I'd highly recommend using JWC for any financial related enquiries or advice.
James and Holly."

WHERE WE ARE

07730 070097
08435 070097 or 01384 660097
Unit 1, Hagley Mews
Hall Drive
Hagley, DY9 9LQ


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