JG Financial Planning

At JG Financial Planning we provide comprehensive tailored financial planning having reviewed your goals, aspirations, needs and objectives. We are happy to conduct home visits or to your place of work and can work through either Welsh or English. We take into consideration your financial and personal circumstances which includes your immediate needs (this could be day to day such as funding the weekly grocery shop) to your long term goals whether that be retiring early, paying the mortgage off early or protecting your children/grandchildren future through effective investing and planning. We can help you achieve your dreams and protect your financial/personal goals. We aim to explain things here at JG Financial Planning in easy to understand language( We will not blind you with science or baffle you with jargon). For those with financial experience we can discuss matters to whatever level of technical experience you wish. We aim to put the clients at the heart of everything we do through getting to know our clients as not everybody has the same needs and attitude to financial planning. A full confidential fact find is done to obtain as much personal and financial information about you as possible to enable us to provide the most suitable financial solutions to help you meet your needs. A personal recommendation is then made tailored to your individual needs. Our service does not end with delivery of your policy documents. We maintain regular contact offering at least an annual review, which is there to ensure are being treated fairly. Finally should any questions arise following a meeting or even a few months after our meetings, just pick up the phone. There is no cost to your initial appointment. Based on what advice you need all potential costing will be explained to you at outset of initial meeting and during the recommendation stage.