Reviews of JWA Financial Planning. (Financial Consultant) in Cardiff (South Glamorgan).

JWA Financial Planning

5 Reviews

5 Comments

Financial Consultant

Financial consultant

Alexandra Gate, 2 Ffordd Pengam, Cardiff CF24 2SA, United Kingdom

Description

Information of JWA Financial Planning, Financial Consultant in Cardiff (South Glamorgan)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of JWA Financial Planning

Reviews of JWA Financial Planning

L. S. R.

I have just purchased my 3rd home and have used Rachel at JWA for my mortgage advice for all three. The service is fantastic and everything is explained very well. I always receive regular updates and queries are always dealt with quickly. I would highly recommend Rachel to anyone.

R. J.

Used them the first time when my wife and I bought our first house 5 years ago. Jamie himself dealt with that and had a good service. Decided when our mortgage fixed rate was coming to an end to use them again. This time Jamie's brother Rob dealt with us. Originally we took out two mortgages, one to release some equity from my fathers house to put the deposit down on our current home. Both needed renewing. We agreed a price and Rob set to work and we had a new mortgage on our current home, told my fathers home would be sorted soon. One of the girls in the office rang me then to have the bill settled, couldn't quite hear her very well and misheard the price but gave her my card details to pay. I then had the paper bill in the post which was double what was agreed between myself and Rob and so far nothing regarding my fathers mortgage. Sent Rob a message about being charged double and to ask how my fathers mortgage was coming along, heard nothing, days and weeks passed so attempted to get in touch again to ask what was going on, once again nothing. I've been charged double and the job I paid for wasn't completed and Rob doesn't return my messages. Very disappointed after the great service we had from Jamie originally when he was starting his business up. (Update) Jamie and Rob have both been in touch with me and personally apologised about the mishap. These things happen sometimes, they kindly refunded me the full amount for their services and are sorting out the the second mortgage renewal. This was very much appreciated as not a lot of companies would do this in this day and age. I will return to JWA in future.

L. W.

I have just used JWA to do a pension transfer on my behalf. I have been totally impressed with the way in which Tom (Waldock) IFA has handled this business for me. Efficient, knowledgeable and professional at all times he has kept me informed at all stages of the process. I would highly recommend Tom and JWA. Lee Williams.

G. D.

Excellent non-pressured professional advise providing suggestions to agree the way forward.

A. G.

Great service at short notice

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