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goals based investing

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goals based investing

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Important Information

There may be a fee for our professional services, the precise amount will depend upon your circumstances and the solution recommended, all fees will be discussed and agreed in advance, we offer our services on a fixed fee basis.

We highly recommend that risk based investments are reviewed on a regular basis, as investment values will fluctuate daily and you may not get back the full amount you have invested.

It is for this reason that we offer ongoing professional advice for all wealth management clients When the adviser is advising you on regulated products (including investments and insurance) you have the protection of the Financial Ombudsman Service (FOS) and the Financial Services Compensation Scheme (FSCS).

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

About Our Products & Services

Our initial consultation will be free of charge and without obligation. There may be a fee for our professional services, this fee will depend on specific circumstances and will be discussed and agreed with clients in advance. Your adviser will always endeavour to ensure the products recommended are suitable for you.

Trading Information

Principal: Mr. Mark Jones — Jones & Co Independent Financial Advice is Authorised and Regulated by The Financial Conduct Authority: 804499. Trading Address: Capital House, 27 Glumangate, Chesterfield, S40 1TX.

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We endeavour to offer exceptional service, however, in the unfortunate event you are unhappy about any aspect, please write to us or call us. Please find all our contact information on the ‘Contact Us’ page.

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available upon 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 4567.

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