Chartered Wealth Management

T: 0203 972 6202
E: info@jgw.scot

About Us

JGW Offices

About us…

JGW was formed in 1993 and has been providing independent financial advice to personal clients for over 20 years. JGW primarily operate on behalf of personal clients.

At JGW we are very aware of how hard our clients have worked to create their wealth and we work hard to both protect and grow our clients wealth with consideration to appropriate tax wrappers and planning.

All staff are highly qualified. We encourage all our staff to study and grow their financial knowledge and reward them for achieving exam success in exams set by The London Institute of Banking & Finance. We participate in a programme to achieve Continuing Professional Development (CPD) to ensure we are up to date with the latest legislative and industry developments in the financial services arena.

JGW’s approach is very personal. We build strong working relationships with our clients by meeting with them regularly and taking an interest in their lives and their financial goals. We know the families we represent and we have built our business on results and recommendation.

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