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 November 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: 16 October 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