Laurence Jackson

Laurence Jackson

JW Financial Services Ltd

Minimum savings/pensions: Any amount

0330 038 8939
Based in Bank
View location

Verified since: January, 2016

4.7 out of 5

95 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 13 April 2025

    Laurence and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • Recent Client Reviews

    Laurence has not received any reviews in the last 12 months

    Laurence has not received any client reviews in the past 12 months

  • Independent Financial Adviser

    Last checked: 17 April 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

    Laurence has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Laurence has not yet added their fees to their profile

  • 57

    Positive First Impressions

    91% of users who are not yet clients had a positive first experience with Laurence

    91% of VouchedFor users have had a positive (4 or 5 star) first experience with Laurence (based on 57 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 13 April 2025

    Laurence and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • Recent Client Reviews

    Laurence has not received any reviews in the last 12 months

    Laurence has not received any client reviews in the past 12 months

  • Independent Financial Adviser

    Last checked: 17 April 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

    Laurence has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Laurence has not yet added their fees to their profile

  • 57

    Positive First Impressions

    91% of users who are not yet clients had a positive first experience with Laurence

    91% of VouchedFor users have had a positive (4 or 5 star) first experience with Laurence (based on 57 first impressions)

I am an Independent Chartered Financial Planner who provides bespoke advice to individuals and small businesses. A complimentary initial meeting allows me to analyse your situation and understand your personal and financial objectives. From there, I will put in place a financial plan to help maximise your current and future wealth. Through a long term relationship, I will regularly monitor and review the strategy to ensure it remains suitable given changes in your circumstances, legislation and market developments. I enjoy advising a range of clients, from those with complex financial planning issues to those just starting out in their careers. I advise on the following areas: Retirement Planning Investments Protection Mitigating Inheritance Tax Tax Efficiency Financial Planning in Divorce Estate and Succession Planning

Offers available through VouchedFor

Contact Laurence through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Laurence's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Savings

Clients' level of financial expertise

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

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