Welcome to JG Financial Planning

We provide comprehensive tailored financial planning having reviewed your goals, aspirations,
needs and objectives. We are happy to conduct home visits or to your place
of work and can converse in either Welsh or English.

Click here to read more about JG Financial Planning

Croeso I JG Financial Planning/Cynllunio Ariannol

Yn JG Financial Planning/Cynllunio Ariannol, darparwn wasanaeth cynllunio ariannol cynhwysfawr
wedi’i deilwra, a hynny ar ôl inni adolygu’ch nodau, eich uchelgeisiau, eich anghenion
a’ch amcanion. Rydym yn fodlon ymweld â chi yn eich cartref neu yn y gwaith a gallwn weithio
drwy gyfrwng y Gymraeg neu’r Saesneg.

Gair Amdanom Ni

  • Personal Protection

    Many of us have yet to protect those closest to us against the impact of death and/or diagnosis of a critical illness. This could be protecting against financial hardship or paying off the mortgage… Read more

  • Business Protection

    Many businesses have not given consideration to what would happen to the business should a partner or shareholder die or be diagnosed with a critical illness. How will the business continue… Read more

  • Retirement Planning

    With the state pension age on the increase pension planning is now an even more important part of financial planning. By 2046 under current legislation the pension age for both men…
    Read more

  • Savings & Investments

    Client savings and investment needs/objectives differ between individuals.
    It may be your looking to invest to potentially exceed the poor rate of savings…
    Read more

  • Inheritance Tax Planning

    Inheritance tax is a tax on your estate after your death. There are different rules, allowances and products available for individuals and married couples to help mitigate inheritance tax…
    Read more

  • Auto Enrolment

    Watch the video on workplace auto enrolment pensions. If you would like more information, visit the dedicated page to workplace auto enrolment pensions under services, or give us a call.

    Read more


HM Revenue and Customs practice and the law relating to taxation are complex and subject to
individual circumstances and changes which cannot be foreseen.

The Financial Conduct Authority does not regulate taxation and trust advice.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.


Your home may be repossessed if you do not keep up repayments on your mortgage.


There may be a fee for mortgage advice. The precise amount will depend upon your circumstances but we estimate that it will be approximately £250. You will be made aware of the exact cost based on your circumstances before any advice is given.

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