Outsourced Services

We offer a number of Specialist Outsourced Services.

We offer a number of Specialist Outsourced Services using authorised industry professionals who we know and trust because we use them ourselves. We are always open to forming professional relationships with like-minded organisations with one objective in mind: offering the very best overall service to our clients.

Everything You Need

They’re on hand to help whenever required.

We want to offer a streamlined, efficient end-to-end service. Here is a list of professionals that we are able to connect you with if required:

  • Specialist trusts
  • Corporate Investments
  • Defined Benefit Pensions
  • Final Salary Pension Transfers
  • Accountancy
  • Legal Services
  • Auto Enrolment
  • QROPS (overseas pension transfers/advice)
  • SSAS
  • Equity Release
  • Private Medical Insurance
  • Professional Will Writing
  • Lasting Powers of Attorney
Outsourced Services

IndustryProfessional?

We are always open to forging professional relationships with like-minded organisations with one objective in mind: offering the truly best overall service to our clients.

If you believe there may be some synergy in working together, we would love to hear from you.

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.

Fill Out Form

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

COMING SOON!

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.

      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.

        Successes

        Voted the Best IFAFirm in Derbyshire.