Bespoke planning for a clearer financial future

Helping business owners and individuals accumulate, preserve and transfer wealth.

About us

Our Chartered financial planner, Jonathon Jay, has been working in financial services for more than 11 years. During this time, he has worked as a Chartered financial planner and a qualified pension transfer specialist.

We’re recognised as a strong and respected firm by business owners and individuals.

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Learn more about our services

We give you clarity about your financial future and remove the burden of money from your life. Most importantly, we help you to live the life you desire.

Cashflow planning is used to build a plan and achieve your goals. Products, solutions and investments are secondary and simply serve as tools to help you achieve success.

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Blog

Stay updated by reading the latest news and financial insights from the team.

10 January 2023

Pension contributions and tax relief: what you need to know

14 December 2022

How much inheritance tax will my children have to pay?

10 January 2023

Pension contributions and tax relief: what you need to know

14 December 2022

How much inheritance tax will my children have to pay?

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      hello@dswwealthplanning.com

      01928 378 024

      7400 Daresbury Park
      Daresbury
      Warrington
      WA4 4BS