Welcome to JW Financial Planning

JW Financial Planning Limited Welcomes Whitehead Group Clients and Staff

On the 1st December 2013 all the clients and staff of the Whitehead Group have been transferred to JW Whitehead. Everyone at JW Whitehead are looking forward to continuing with the level of service and advice that Whitehead clients have been used to receiving over the past 27 years.

for more details on the services JW Whitehead offer please click here.

We are independent financial advisers, committed to providing a personal service tailored to your individual needs.


This is achieved by:

  • Explaining our advice process, the fee structure and the type of service we provide.

  • Taking the time to understand your financial circumstances.



  • Discussing what you want to achieve.

  • Fully understanding your attitude to risk.