Based in Billericay, we understand the major financial decisions you make will have significant and life-changing consequences. It is therefore essential that you seek professional Independent financial advice from people you can trust.
Please browse our website to find out more about who we are, our level of knowledge, experience and expertise, and how we conduct business. For further information, please contact us.
We work in partnership with our clients, and, where appropriate, with other professional advisers such as solicitors and accountants, to meet their financial aspirations. We recognise the importance of providing long-term, ongoing assistance and guidance.
J M Wakeling IFA is regulated by the Financial Conduct Authority (FCA), and we are happy to work within a regulated environment which prioritises the interests of consumers.
J M Wakeling IFA have satisfied the rigorous criteria relating to professional qualifications and ethical good practice. You can therefore be confident that you are dealing with one of the UK's leading firms that are wholly committed to providing you with the best possible advice, service and support.
Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future. You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home...
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The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning. We work with you to consider all the options...
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Wealth and personal protection is an essential must-have to secure the future for both you and your family, if an unexpected life event happens. The security and opportunity your wealth brings can be protected for generations, but there are many things to consider...
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If you were to die without a Will in place you would die intestate. Therefore, your estate would not necessarily go to the people you would expect to receive it. Putting off writing a Will and not planning for the inevitable, can cause distress and potential financial hardship for the people left behind...
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We offer a range of share dealing and investment management services including tax-efficient products such as ISAs, JISAs and SIPPs. Our execution-only share dealing service provides you with direct access to UK and overseas equity markets and various asset classes...
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