Testimonials

As very demanding clients, my wife Diane & I looked for a financial organisation that would listen to our concern, understand our requirements and be proactive in a constantly changing market. We found that in Jones Financial Planning, and really enjoy what is now a partnership.

Having myself retired from a senior position in an international plc involved in many aspects of finance (savings, investments and long term financial planning) for millions of customers, I can, with authority and experience, confirm that Jones Financial Planning provide professional advice, financial expertise and customer service of the highest quality. Our relationship and financial results aver 6 years are the clearest proof of this.

Mr & Mrs Payne, Norwich

Steve Jones has been our financial adviser for many years. During this time we have enjoyed a close professional relationship and decided to stay with him when he set up Jones Financial Planning. We have subsequently recommended his services to a number of our friends who, like us, have valued his carefully considered advice. As a good listener and a good communicator, Steve understands our needs as cautious investors and has put a lot of thought into the financial advice he has given us. He has kept careful records of our affairs and makes regular contact with us to review our investments. In addition to talking us through various investment options, Steve has also helped us to make tax efficient plans for our retirement.

Mr & Mrs Spencer, Norwich

Steve Jones has been our financial advisor for a number of years, and his advice has been first class. It has been a pleasure dealing with Steve and we have found his approach to be very efficient, and very accessible with a service tailored to our personal needs. We would heartily recommend Steve Jones to anyone in need of personal advice.

Mr & Mrs Moore, Stoke Holy Cross, Norfolk

From time to time over the last decade my husband and I had taken financial advice on an ad hoc basis from a variety of sources. More recently my husband's business finances became more complex because he was dealing with different currencies, together with leading busy lives, we had less and less time to look after our investments. Steve had been my mother's financial adviser. Not only was he in frequent contact with me while she was ill advising how to make funds available for her care, he has since coached us through the financial side of the probate process and taken on much of the onerous paperwork formalities. As a result my husband and I have not hesitated to consult Steve over our own affairs and to help us plan our future.

Mr & Mrs Ledward, Thornborough, Bucks.