June Newsletter

16th June 2008

Our June Newsletter is now available to download.

Have a With Profits Bond?

11th March 2008

When was this last reviewed? The FSA are actively promoting the review of these plans, due to changes in the fund asset mix, and their on-going suitability for clients. Go to our downloads page to view our With Profits example report.

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You have found us because you are looking for sound, financial advice. As professional Independent Financial Advisers, Jones Financial Planning Ltd are authorised to deal with many forms of financial services, and specialise in giving advice to clients on a wide range of subjects to assist with personal and corporate financial planning.

We will listen to your needs and objectives, and offer clear, no-jargon advice on the most appropriate financial products or solution for your circumstances.

Each of our clients are different, individuals or corporations, and thus deserve personal face-to-face service, we do not believe in or endorse a one size fits all mentality.


Why an Independent Financial Adviser?

Being independent, Jones Financial Planning Ltd have access to a wide range of products, companies and services available in the UK - as opposed to a Tied Agent or Company Representative, who may only advise and offer products from the company they represent. This means that we are able to give you impartial advice and recommend the most appropriate solution, so that you will enjoy choice, value for money and our high-quality service.

As and when necessary, we shall also be pleased to introduce you to the services of other professionals such as Solicitors, Accountants and Stockbrokers.

We look forward to being of service to you, meanwhile please enjoy our site with all of its varied and interesting topics.