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01277 655 155 [email protected] home about us our approach our clients our services investments pensions protection wills and estate planning stockbroking testimonials knowledge centre how we are paid financial news contact us j m wakeling ifa is a firm of independent financial advisers specialising in providing advice on pensions, investments, inheritance tax planning, estate planning, wealth/personal protection and stockbroking services. read more we can help you make informed decisions about the investment choices that are right for you by assessing your life priorities, goals and attitude towards risk for return. read more forward planning for your retirement can mean having the reassurance of financial security in later years, rather than the worry of wondering how you will cope. read more at j m wakeling ifa, we believe the preservation and constructive transfer of wealth are primary components of a successful wealth protection strategy. read more originally established in 2000, j m wakeling ifa is now firmly positioned as a premier provider of independent financial advice. based in billericay, we understand the major financial decisions you make will have significant and life-changing consequences. it is therefore essential that you seek professional independent financial advice from people you can trust. please browse our website to find out more about who we are, our level of knowledge, experience and expertise, and how we conduct business. for further information, please contact us . we work in partnership with our clients, and, where appropriate, with other professional advisers such as solicitors and accountants, to meet their financial aspirations. we recognise the importance of providing long-term, ongoing assistance and guidance. treating customers fairly j m wakeling ifa is regulated by the financial conduct authority (fca), and we are happy to work within a regulated environment which prioritises the interests of consumers. j m wakeling ifa have satisfied the rigorous criteria relating to professional qualifications and ethical good practice. you can therefore be confident that you are dealing with one of the uk's leading firms that are wholly committed to providing you with the best possible advice, service and support. investments typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future. you might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home... read more pensions the individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning. we work with you to consider all the options... read more protection wealth and personal protection is an essential must-have to secure the future for both you and your family, if an unexpected life event happens. the security and opportunity your wealth brings can be protected for generations, but there are many things to consider... read more wills & estate planning if you were to die without a will in place you would die intestate. therefore, your estate would not necessarily go to the people you would expect to receive it. putting off writing a will and not planning for the inevitable, can cause distress and potential financial hardship for the people left behind... read more stockbroking we offer a range of share dealing and investment management services including tax-efficient products such as isas, jisas and sipps. our execution-only share dealing service provides you with direct access to uk and overseas equity markets and various asset classes... read more investments typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future. you might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home... read more pensions the individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning. we work with you to consider all the options... read more protection wealth and personal protection is an essential must-have to secure the future for both you and your family, if an unexpected life event happens. the security and opportunity your wealth brings can be protected for generations, but there are many things to consider... read more wills & estate planning if you were to die without a will in place you would die intestate. therefore, your estate would not necessarily go to the people you would expect to receive it. putting off writing a will and not planning for the inevitable, can cause distress and potential financial hardship for the people left behind... read more stockbroking we offer a range of share dealing and investment management services including tax-efficient products such as isas, jisas and sipps. our execution-only share dealing service provides you with direct access to uk and overseas equity markets and various asset classes... read more my wife and i have been a client of j m wakeling independent financial advisers ltd for a while now and john has always provided us with a very professional and personalised service. he is honest and transparent in all his financial dealings with us and the service he offers is bespoke and constantly tailored to meet our ever changing financial requirements and needs. he is very trustworthy and friendly and we have had no hesitation in recommending him to our family and friends - all have since become clients. tim g - billericay i have known john wakeling for several years. he keeps me in touch with the latest information on my investments and is ever patient in explaining the details. i rely completely on mr wakeling’s honestly and integrity and consider that i am fortunate to have him as both a financial adviser and friend. joan a - chelmsford john and his staff have looked after my investments and that of my two children for the past 4 years. i would recommend j m wakeling ifa limited to others as they have been able to deal with my pension, investments, and will and estate planning. the staff are helpful and very professional with straightforward expertise who understand investor’s needs. tim d - billericay contact us j m wakeling ifa church house, 46 high street, billericay, essex cm12 9bs t: 01277 655155 f: 01277 655177 e: [email protected] our digital magazine to download our complimentary financial magazine simply register your name and email address below. latest news if you would like to discuss your particular situation or to find out more about our services, please call j m wakeling ifa today on 01277 655155 or email [email protected] to book your free consultation – we look forward to hearing from you. cookie policy | privacy policy | disclaimer the material on the site is the copyright material of j m wakeling independent financial advisers limited. you may not copy, reproduce, republish, disassemble, decompile, reverse engineer, download, post, broadcast, transmit, make available to the public or otherwise use j m wakeling independent financial advisers limited content in any way except for your own personal, non-commercial use. this includes but is not limited to all individual fund manager data such as rankings of fund managers and ratings of fund managers. j m wakeling independent financial advisers limited does not accept any liability for your reliance upon, or any errors or omissions. any other use of j m wakeling independent financial advisers limited content requires the prior written permission of j m wakeling independent fin

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