About us
Bespoke financial advice from a collaborative team of professionals. You are in good hands.
What do we do?
Specialising in helping individuals and business owners, we use cashflow planning to map out your financial future and put actions in place to help you achieve your desired lifestyle.
Our focus is on you, not your money. We have experience across a broad range of areas, so you can come to us knowing that we will get the job done. Trust and quality are inviolable for us.
Who are we?
Jonathon set up DSW Wealth Planning in 2022 as a partner of the business advisory firm, Dow Schofield Watts. He also works side by side with Corbel Partners, who undertake compliance and paraplanning requirements, allowing Jonathon to spend more time addressing your needs and allowing you to reach your goals.
Based in Daresbury, Cheshire, we all work together to help business owners and individuals across the north-west.
Why choose us?
Our robust process ensures we leave no stone unturned when building your financial future. We will work with you and not for you.
We promise to be fully transparent with you in terms of what is achievable or not. We will work with you and not for you.
