Mak Wadsworth

APFS

I started my career in financial services in 2018 in an administrative role and, over the years, have steadily developed my knowledge and skills, ultimately becoming a qualified financial adviser in 2022. I’m truly passionate about financial planning and I love what I do.

I work with clients from a wide range of backgrounds, with a particular focus on business owners, self-employed individuals, and dental professionals. My favourite part of being a financial planner is building lasting relationships with my clients.  

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Click on the accreditations for more information

Addresses

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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

JW Financial Advice is a trading name of J & M Wealth Limited. J & M Wealth Limited is registered in England and Wales, Number 16786754. Registered Office: 13 Eperson Way, Waltham On The Wolds, Melton Mowbray, Leicestershire, LE14 4DQ.