Robertson Jones Wealth Management Ltd

Partner Practice of St. James's Place Wealth Management


Guy Jones, BSc (Mech.Eng.), APFS, Chartered Financial Planner

Originally trained as a mechanical engineer, Guy has been fortunate to have had great experience in several major corporations. Seven years in Engineering Management followed by eleven years in General Management mean that Guy has developed extensive business and financial management skills. Throughout his career Guy has always been with, or run companies that deliver best product and service. This permeates everything Robertson Jones Wealth Management Ltd. does. As one of the most successful advisers in the UK at his previous wealth management company, Guy now brings his passion and talent for tailored and focused financial advice to Robertson Jones Wealth Management Ltd. “We were delighted to become a Partner Practice of St. James's Place Wealth Management and are pleased to be able to complement our own passion for best tailored family solutions with the enormous technical back up and support and the carefully selected range of products and services available through St. James's Place Wealth Management.”

Mobile: 07917 340597


Susan Robertson B.A Hons (1st Class) C.A, Practice Manager

After a successful career in the corporate world working with blue chip companies such as Christian Salvesen, Britannia Airways and Tui Travel Group, followed by a successful own-business acquisition, expansion and subsequent sale for a profit, Susan has joined with Guy Jones to provide a complete wealth management solution for clients. As a professional with over 20 years experience of working in demanding, best-practice environments Susan applies the same approach to Robertson Jones Wealth Management Ltd. to provide clients with the best, local, tailored and friendly service. As Practice Manager for the Company, Susan facilitates the smooth running of all aspects of the business.