Vision Portfolios

The Vision Portfolios have been constructed through carefully selecting individual funds from the marketplace. They aim to deliver an optimum return for the chosen level of risk prepared to be taken. Our Discretionary Fund Management Team monitors each fund held within our Vision Portfolios and reacts quickly to any market changes to help keep your portfolio in line with your objectives.

Virtue Portfolios

The world is constantly changing so we feel it is important we evolve our sustainability offering. As such, we are an ambassador for ethical investments and we are proud to confirm we have a full range of socially and environmentally friendly investment portfolios to meet the needs of clients who want to make a difference.

Environmental and Social Governance Report

Our Discretionary Fund Management Team has also created an Environmental and Social Governance Report (ESG) on our entire range of portfolios. Investors can view the social and environmental impacts on the portfolio along with other detailed information of where funds would be invested and the good it will be doing in the world.

Get In Touch

Contact Us

The first step is to give us a call or drop us an email to make an appointment to meet with one of our Independent Financial Advisors. Our opening hours are 9am to 5pm Monday to Friday.

Give us a call. Our opening hours are 9am to 5pm Monday to Friday.

Call — 01246 550 521

In order to match you with the right advisor, please complete the form below.

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Click the button below to book an appointment with our online booking system.

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Get In Touch

Contact Us

Our Financial advisors can offer unbiased guidance around money matters, personal finances, and savings and investments.

Our professional advisors have the ability to create plans to meet specific goals and objectives, with the aim of improving financial stability and wellbeing. Below you’ll find a list of services that we can help with:

Have You Ever Asked Yourself…

When can I afford to retire? How much do I need to last me for the rest of my life? When can I retire to spend more time with my loved ones? How much can I spend throughout my life?

If so, with the use of some very sophisticated cash flow modelling software our Lifestyle Financial Planners will be able to help you answer these questions and more!

We feel that anyone can benefit from this service. Let us take you on a journey of self discovery and help you to make some very important life decisions.

  • Stocks & Share ISAs
  • Cash ISAS
  • Investment Bonds
  • Collective Investments
  • Unit Trusts
  • OEICs
  • Venture Capital Trusts (VCTs)
  • Enterprise Investment Scheme
  • AIM Portfolios
  • Discretionary Fund Management
  • Capped Drawdown
  • Fixed Term Annuities
  • Flexible Access Drawdown
  • Group Personal Pensions
  • Workplace Pensions
  • Hybrid Arrangements
  • Lifetime Annuities
  • Enhanced Life/Impaired Life Annuities
  • Open Market Annuities
  • Pension Switch Advice
  • Occupational Pensions
  • Pensions Review
  • SIPP Pensions
  • Stakeholder Pensions
  • UFPLS (Uncrystallised Funds Pension Lump Sum)
  • Income Tax
  • Capital Gains Tax
  • Inheritance Tax
  • Critical Illness
  • Family Income Benefit
  • Income Protection
  • Children's Critical Illness
  • Level Term Assurance
  • Decrease Term Assurance
  • Whole of Life
  • Business Shareholder Protection
  • Key Person Insurance
  • Shareholder Protection
  • Group Income Protection
  • Tax Savings Protection Plans
  • Bare Trust
  • Discounted Gift Trust
  • Cross Option Agreements
  • Automatic Accrual
  • Flexible Trusts

Contact Us

Let us help you explore, plan and navigate your financial future.

We just need your contact details so we can connect you to a Financial Advisor. We will only share this with our team and nobody else.

    Contact Us

    Let us help you explore, plan and navigate your financial future.

    In order to match you with the right advisor, please complete the form below.

      If you wish to register a complaint, please contact our Office Manager either in writing to Capital House, 27 Glumangate, Chesterfield S40 1TX, or alternatively by telephone on 01246 550 521.

      A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.

      Complaints Procedure

      If you wish to register a complaint, please contact our Office Manager either in writing to Capital House, 27 Glumangate, Chesterfield S40 1TX, or alternatively by telephone on 01246 550 521.

      A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.

      Complaints Procedure

      If you wish to register a complaint, please contact our Office Manager either in writing to Capital House, 27 Glumangate, Chesterfield S40 1TX, or alternatively by telephone on 01246 550 521.

      A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.

      Get In Touch

      Let’s hear your story.

      The first step is to give us a call or drop us an email to make an appointment to meet with one of our Independent Financial Advisors.

      You can call us on — 01246 550 521
      Our opening hours — 9am to 5pm Monday to Friday


        Before you supply any personal details to us via the contact us page on this website please read our customer privacy notice document. This notice sets out how we will process your personal data in line with the General Data Protection Regulations. Once you have read the customer privacy notice, please tick to confirm that you have read it and that you agree to Jones & Co processing your personal information for the purpose of contacting you. We will not use the details you provide us in the contact page to market to you.

        Free Guides

        Browse through our free guides curated by our expert team.

        Do you have questions about a specific area of your finances? One of our guides may be able to answer those burning questions. These guides have been written with you in mind.

        Awards & Testimonials

        Award Winning IFAFirm in Derbyshire.

        Top Rated Financial Advisor