Jack Bewick
Independent Financial Adviser

Part of an experienced team of financial advisers providing holistic and tailored financial planning solutions for businesses, individuals and families throughout the UK

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Rated Excellent 5.0 out of 5.0

Pensions & Retirement

Pension advice can help you get the most out of your retirement income, helping you on your way to a secure financial future.

Savings & Investments

A well-diversified investment strategy, aligned with your values & goals, will help you on the path towards long-term growth.

Inheritance Tax & Estate Planning

IHT planning minimises tax liabilities on estates through strategic gifting, trusts, exemptions, and early financial arrangements.

Financial Protection

Providing peace of mind and protecting against the financial impact that a death or illness could have on you and your family.

Independent financial advice
in Leamington Spa & Warwickshire

Outstanding customer care is at the heart of everything we do.

Our aim has always been to provide a highly personalised, professional and friendly financial planning service, with a focus on building long-term relationships based on a profound understanding of each client’s needs and objectives.

We have worked with hundreds of individuals, families and businesses seeking to realise their financial ambitions and protect their loved ones.

We believe that it all begins with having a clear vision. With this clarity, we combine tailored advice and experience-led implementation to bring this collaborative vision to life, providing peace of mind and confidence so that our clients can enjoy life’s journey.

Want to know more?

Contact me for a friendly chat on 07539 250 865 or email jack@i-fa.org.uk

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Meet Jack...

A leading 'whole of market' Independent Financial Adviser covering Warwickshire and surrounding areas.

Honest, professional and independent financial advice tailored to suit your personal circumstances.

Jack Bewick
BA (Hons), DipPFS, Cert CII (MP)

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Jack Bewick Independent Financial Adviser

Pensions & Retirement Pension advice can help you get the most out of your retirement income, helping you on your way to a secure financial future.

Savings & Investments A well-diversified investment strategy, aligned with your values & goals, will help you on the path towards long-term growth.

Inheritance Tax & Estate Planning IHT planning minimises tax liabilities on estates through strategic gifting, trusts, exemptions, and early financial arrangements.

Financial Protection Providing peace of mind and protecting against the financial impact that a death or illness could have on you and your family.

Independent financial advice in Leamington Spa & Warwickshire