Your Future

How can Financial Advice help shape your future?

At Jones & Co we know that most people want to take charge of their financial future

In order to do that, you need expert guidance and tailored advice, focused around you

The problem is, knowing where to start.

We understand that the number of financial choices can make you feel confused and worried about what lies ahead.

This is why we keep things simple so, your first steps are not daunting. We will be your guide, a financial partner you can trust to create a plan that will enable you to live your best life.

We believe that everyone is capable of financial success.

Get Started Today
Everything You Need

We provide financial advice that is as individual as you are.

Finding an Independent Financial Adviser near you doesn’t have to be a complicated task. The best financial advisors are those who will sit down with you to fully understand exactly what you want your financial future to look like and it really is an investment in time worth making. From the biggest of plans to the smallest ambitions, an independent financial planner will work directly with you to discuss every aspect of a well-structured financial investment including wealth management.

A Wealth Planner, Wealth Manager or Wealth Advisor as they are often referred to are generally the same as an Independent Financial Planner or Investment Planner. Each is highly qualified to guide you when it comes to wealth and management and achieving your life goals.

Good Independent Financial Advisors are all there to help you reach financial success so you can spend more or have more time with your loved ones. Whether you want to reduce your tax burdens, build and protect wealth and family assets or simply wish to retire earlier and have a happy retirement all round, an Independent Financial Advisor is a must-have.

Here at Jones & Co, we’ve been providing Independent Financial Advice and Lifestyle Financial Planning to our clients since 2010 in our dedicated Chesterfield town centre offices. So, when it comes to the best financial planners, you might just be in the right place!

We also offer the opportunity to meet with one of our expert advisors virtually in the comfort of your own home should you wish. Just let us know and we can set this up online at time and date that suits your schedule.

  • Stocks & Shares ISAs
  • Cash ISAs
  • Investment Bonds
  • Collective Investments
  • Unit Trusts,
  • OEIC
  • Venture Capital Trusts (VCT)
  • Enterprise Investment Scheme (EIS)
  • 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 Cover
  • Family Income Benefit
  • Children's Critical Illness Cover
  • Income Protection
  • Whole of Life
  • Level Term Assurance
  • Decreasing Term Assurance
  • Business Shareholder Protection
  • Key Person Insurance
  • Relevant Life Policies
  • Shareholder Protection
  • Tax Savings Protection Plans
  • Group Income Protection
  • Bare Trust
  • Discounted Gift Trust
  • Cross Option Agreements
  • Flexible Trusts
  • Automatic Accrual
How we do it

We make it simple

Step 1

DiscoveryMeeting

We need to know everything about you,and we'll tell you everything about us.
Step 2

InterimMeeting

We will showyou how,we can makea difference to you.
Step 3

RecommendationMeeting

Your better future starts here, we'll presentour detailedrecommendations.
FIND OUT MORE

Get In Touch

Independent Financial Advice

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.

      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.

      Successes

      Voted the Best IFAFirm in Derbyshire.