Simon Jones specialises in meeting the financial needs of people who have more capital than average, those who earn higher incomes and therefore whose circumstances are more complex.

He has specialist expertise in:

• Mortgage advice
• Wealth preservation
• Business solutions
• Financial protection

He helps individuals fulfil their aims and aspirations by offering sound advice and that all-important ‘peace of mind’ for the future.

Offering quality advice on Investments, Pensions, Business Solutions and Medical Insurance, Simon offers a total wealth management service to his valued clients.

Aiming to keep our clients aware of the most up to date information within the markets is important to us, producing Market Bulletins is just one example of how we achieve this. You may view these by clicking on the Market Update link on the left hand side of this page.

We hope you find this site of interest and look forward to working with you in the future.

Simon Jones

Partners in Managing Your Wealth

Your home may be repossessed if you do not keep up repayments on your mortgage.