J M Wakeling IFA is a firm of independent financial advisers specialising in providing advice on pensions, investments, Inheritance Tax planning, Estate Planning, wealth/personal protection and Stockbroking services.
We’ve been helping clients navigate complex financial markets since 2000, and from those very early days, our business has evolved primarily through client recommendations.
Based in Billericay we provide impartial, unbiased and objective independent financial advice with a view to protecting and enhancing our clients' wealth and sense of well-being.
Our qualified independent advisers cover the whole financial services market. Whether you are seeking to build an investment portfolio or create a tax-efficient retirement strategy, we have the expertise to provide the solutions.
At J M Wakeling IFA, our highly skilled advisers use state-of-the-art technology, enabling us to meet all of our clients' financial needs and achieve their objectives in the most cost-effective way.
This is important because there are literally thousands of different options available, and our clients want to be certain that any investment, pension, estate planning, insurance recommendations that we present for consideration are the most appropriate to their individual needs.
In other words, recommendations that are totally in our clients' interests – not someone else’s.
Our initial meeting will be at no cost to you and will enable us to get a basic understanding of your financial goals and objectives. We will of course provide you with our service proposition including charges.
With that knowledge, we can identify the products that will enable you to achieve your goals, delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost.
Our final proposals are well-researched and constructed on the basis of what’s best for you and nobody else.
We firmly believe in the importance of working together to build rewarding relationships, and working closely with you to enable us to help you fulfil and achieve your objectives.