Independent Financial Advisors (IFA) in Berkshire



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RG - Reading

Kudos Financial
Consultancy

Tamar Independent
Financial Advisers
Limited

Millhaven Independent
Advice

Advice on Money

Worldwide Financial
Planning Limited

Jennings Wealth
Management

Jennings Wealth Management

Address: Doncastle House, Doncastle Road, Bracknell,
Berkshire, RG12 8PE
Telephone: 07812 197799
Fax: 01344 441529
E-mail: stephenjennings@thinkpositive.co.uk
Visit our Web Site: www.jenningswealthmanagement.co.uk

Contact: Stephen Jennings (BA) Hons IMC

Positive Solutions partner Jennings Wealth Management is a specialist practice organised and motivated to look after our client’s interests. As an independent financial adviser we work for our clients and are proud of our independent status. Award winning adviser Stephen Jennings is highly qualified, holding advanced qualifications in Investment Management (IMC) and Tax & Trusts (G10) in addition to a degree in Financial Services. Only recently he received an award for the quality of his advice through the Financial Times, Financial Adviser publication.

Advice Areas

Investment Planning
IHT Mitigation and Advice
Pensions and Retirment Planning
Life and Family Protection

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 the cornerstone of all quality financial advice. Be it Pensions, ISA’s, IHT Trusts, Bonds, Offshore Planning, within all of these elements is one common theme, the presents of an underlying investment.

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

Our proposition

Firstly we conduct an initial face to face meeting with all new clients. 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 formulise a plan to meet you require needs. We then present our recommendations at a second meeting. If you are then happy to go ahead we would implement your tailored financial plan.

Through our secure website, we provide our clients with online access to their financial review, total wealth statement and online product valuations.

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 our website or if you prefer telephone us on the number shown above.

stephenjennings@thinkpositive.co.uk

Jennings Wealth Management is a trading style of Positive Solutions.
Neither is Positive Solutions responsible for, nor does the Financial Services Authority regulate advice given with regard to taxation matters

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