Independent Financial Advisor (IFA) in Newbury, Berkshire

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General information

Jennings Wealth Management Ltd is passionate about helping people achieve their goals & dreams through our own distinct brand of Financial Life Planning.

We want to open your minds so you can discover what is really important to your life. Today’s world is all too interested in the immediate environment with the consequence that everyone concentrates on short-term views and outcomes.

Everyone has busy lives; so we endeavor to bring perspective at how best to balance work, family and leisure time, now and in the future. This is in tandem with what ongoing financial resources are required to make this happen, whatever challenges life may bring.

Trust is what all relationships are based on. We work as your partner through life’s stages, moulding & remoulding your finances to enable you to live the life you want and be the most fulfilling it can be.

Our role as Chartered Financial Planners

Reducing the pain & effort of managing your finances and showing you how your assets can work for you rather than hinder, is just the first step.

We help rebalance your lives to recapture your most precious asset - Time.

By using our unique LifeBook Plan & investment processes we can help restructure your finances & life to focus on what is important to you and your family.

We want to listen, we want to understand how you think, what you value, your hopes, fears, and dreams, identify what you really want?

Money and wealth is only a tool, providing the time and resource to enjoy your life.

Through our secure website and mobile App, we provide our clients with access to their financial review, total wealth statement, online valuations and cloud based document storage.

If you feel our service could be of use, please contact us through the 'Contact Us' section of our website or if you prefer telephone us on the number shown above.

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