Axis Financial Planning Ltd
About Axis
OVERVIEW

Axis Financial Planning Ltd was formed in 1999 by the Director, Alan Jones, who has over 21 years experience in the finance sector.

Axis originally started as Independent Financial Advisers. In 2002 the Practice was invited to join the St. James’s Place Partnership. This gave them the benefit of the extensive research facilities that St. James’s Place use in selecting their product providers, together with their distinctive approach to Investment Management. The compliance support and Guarantee that St. James’s Place provide (see 'Our Guarantee', below) is backed by a Group who have significant financial strength. Axis Financial Planning feel that this added protection and peace of mind for clients is vital in today’s complex financial environment.

OUR GUARANTEE

The St. James’s Place Wealth Management Group guarantees the advice given by Axis Financial Planning Ltd when recommending any of the products and services provided by companies in Group.


Our Services
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Adding Value
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