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How can wereally help you?

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

To do that, you need expert guidance and tailored advice, focused on you. The problem is, knowing where to start.

We understand that the number of retirement 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 enables you to live your best life.

We believe that everyone is capable of financial success.

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

As a pension specialist, when it comes to retirement advice we are often asked:  “what is the best retirement plan?” or “what is the best pension plan?” They’re both great questions and our retirement advisors are highly qualified and always happy to provide unbiased pension advice.

We work alongside you to put together a retirement plan that suits your bespoke requirements. You may want an early retirement plan, or you could simply be looking for pension consolidation advice. Either way, you need a pension expert to ensure you get the very best retirement pension.

There are many different types of pensions available; that’s because there are lots of retirement options to consider. There really is something for everyone and we will search for the best pension funds to help you fulfil your best retirement!

Each independent Pension advisor here at Jones & Co also offers:

Retirement Plans for Self-Employed

You want the best pension for self-employed so we’ll create a retirement plan that will deliver it.

Financial Advice for Retirees

If you’re already retired and you need financial advice on pensions, our team of independent Financial Advisors can assist you.

Pension Transfer Advice

If you want to transfer a pension or pensions, we can advise you on how best to go about this.

Independent Pension Scheme Advice

To ensure you find the best pension advisor near you.

If you’d prefer to meet with one of our pension advisors virtually in the comfort of your own home, we can set this up online on a date that is convenient for you.

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Our Process

This is how we do it

Step 1

DiscoveryMeeting

This will be our very first meeting.
Step 2

InterimMeeting

This meeting is all about getting to know you.
Step 3

Presentation & Implementation

A detailed summary of our recommendations.
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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.