JM Wakeling

01277 655 155

john.wakeling@jmwifa.co.uk

Originally established in 2000, J M Wakeling IFA is now firmly positioned as a premier provider of Independent financial advice.

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.

Treating Customers Fairly

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.

  • Investments

    Investments

    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...

    Read More

  • Pensions

    Pensions

    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...

    Read More

  • Protection

    Protection

    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...

    Read More

  • Protection

    Wills & Estate Planning

    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...

    Read More

  • Investments

    Stockbroking

    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...

    Read More

Investments

Investments

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...

Read More

Pensions

Pensions

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...

Read More

Protection

Protection

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...

Read More

Protection

Wills & Estate Planning

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...

Read More

Investments

Stockbroking

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...

Read More

My wife and I have been a client of J M Wakeling Independent Financial Advisers Ltd for a while now and John has always provided us with a very professional and personalised service. He is honest and transparent in all his financial dealings with us and the service he offers is bespoke and constantly tailored to meet our ever changing financial requirements and needs. He is very trustworthy and friendly and we have had no hesitation in recommending him to our family and friends - all have since become clients.

Tim G - Billericay

I have known John Wakeling for several years. He keeps me in touch with the latest information on my investments and is ever patient in explaining the details. I rely completely on Mr Wakeling’s honestly and integrity and consider that I am fortunate to have him as both a financial adviser and friend.

Joan A - Chelmsford

John and his staff have looked after my investments and that of my two children for the past 4 years. I would recommend J M Wakeling IFA Limited to others as they have been able to deal with my pension, investments, and will and estate planning. The staff are helpful and very professional with straightforward expertise who understand investor’s needs.

Tim D - Billericay

Contact Us

J M Wakeling IFA
Church House, 46 High Street,
Billericay, Essex CM12 9BS

T: 01277 655155
F: 01277 655177
E: john.wakeling@jmwifa.co.uk

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If you would like to discuss your particular situation or to find out more about our services, please call J M Wakeling IFA today on 01277 655155 or email john.wakeling@jmwifa.co.uk to book your FREE consultation – we look forward to hearing from you.