Stephen Jennings, a Chartered Financial Planner, who set up Jennings Wealth Management in 2004, joined forces with Brooks & Partners in 2012 and is based at their offices in Frimley, Surrey on a part time Consultancy basis.
As we continue to put clients first, Michael Brooks says: “it is vital that we are able to offer our clients the full package and Stephen will be working with us on a consultancy basis, helping clients to ensure they make use of their resources in the most tax efficient way, enabling them to live the life they want”.
Stephen specialises in investment, pension and inheritance tax planning to ensure tax is kept to a minimum.
In 2004, Stephen Jennings set up Jennings Wealth Management under the national adviser firm Positive Solutions, where he built a strong proposition by concentrating on clients’ needs and life stages, managed against their financial resources.
Jennings Wealth Management grew out of the national IFA model of financial advice adopted by Positive Solutions, and in 2011 moved into a limited company structure as a directly regulated firm under the FSA (Financial Services Authority). This was to allow greater flexibility along with ownership of their own research process and development of their own unique brand of life and financial planning.
Recently the company was also awarded the highest independent financial adviser firm accreditation of Chartered Financial Planners. This demonstrates their commitment to offering unrivaled bespoke financial planning within the chartered code of conduct.
Jennings Wealth Management Ltd always look to adopt the latest technical developments where appropriate, with the sole purpose of benefiting the clients outcomes. This currently includes individual client websites, enabling valuations to be obtained daily through any number of devices (PC, ipad, smartphone, etc). Wrap platforms are also an integral part of this, promoting less complexity and more flexibility to a client’s overall finances.
Innovation is always present when dealing with clients ever changing needs. Currently a new and unique service is offered in the form of a JWMLifeBook. This would be seen as a cross between a current financial snapshot and overview of a future financial plan detailed to each clients individual circumstances, blended and brought to life by the clients own individual photos.