Managing Director, Simon Jones, started his own firm in 2001 and is both a Chartered Financial Planner and a Fellow of the Personal Finance Society. The Jones Financial advice team also includes Alison Rudd, a Chartered Financial Planner with extensive experience in advising both individuals and businesses, Sean Cashman, a diploma qualified adviser and Barry Rudd, a qualified mortgage adviser. Between all the advisers in the firm we have a combined total of over eighty years providing financial advice to clients.
We believe that financial planning is a lifelong process and take pride in helping our clients to achieve their goals so that they can make choices that suit them, whether that be in retirement, protecting assets, investing or in purchasing a home. We are committed to providing a high level of ongoing service so that our clients become part of the Jones Financial family and know we are there to help with the difficult financial decisions clients have throughout their lifetime.
With offices in central Norwich and clients throughout Norfolk and Suffolk, we provide independent advice to individuals through a personalised service that has the client at its core. We offer a free initial discussion to assess your needs and will build you a comprehensive financial portfolio to meet your strategic objectives.
If you would like to hear more about our services, please do not hesitate to get in touch and have a no-obligation chat to see how we can help improve your financial situation.
There may be a fee for the Mortgage Advice we provide. The precise amount will depend upon your circumstances but we estimate it will be £195 for normal mortgages and £500 for equity release.
We are an experienced team of financial advisers providing financial advice to individuals and businesses in Norfolk and the local area.
Here to help you
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
