Jennings Wealth Management covers all areas of financial planning but specialises in investment advice. Specialising could be seen as being restrictive, but this is not true as investment planning is a fundamental part of most financial advice. Be it Pensions, ISA’s, IHT Trusts, Bonds, Offshore Planning, within all of these elements is one common theme, the presence of an underlying investment.

For example a pension is an investment which is wrapped within a contract that encompasses a number of restrictions (e.g. access) along with a number of advantages (tax relief, gross roll-up). This is also true for most other forms of financial planning advice. If all contracts/products then utilise the most consistent and proven investment performers selected by our highly qualify investment adviser, this translates into a comprehensive portfolio of contracts/products aligned to each client’s needs whilst benefiting from their advantages (tax efficiency, flexibility, etc.).

In addition to our investment expertise we are able to help our clients protect the things that matter most in life; their families. Through our initial fact finding meeting we are able to identify the areas that require most attention, thus protecting their current financial position from the consequences of an unexpected event.

Our Proposition

• Firstly we conduct an initial face to face meeting with every new client. This allows us to assess your current situation and what financial products and plans you already have in place. Within this first meeting we also discuss your goals and ambitions for the future and how your assets may help you realise these.

• After the initial meeting we then obtain information on any current contracts and formulate a plan to meet your needs. We then present our recommendations at a second meeting, and if you are happy to go ahead we would implement your tailored financial plan.

Through our secure website, we provide our clients with access to their financial portfolios, with online product valuations, to enable them to obtain a total wealth statement at any time.

If you believe that you or your family would benefit from a comprehensive financial review we would be delighted to meet with you. Please contact us through the 'Contact Me' section of this website or send an email by clicking on the address shown below.