INDEPENDENT FINANCIAL ADVISERS  NORTH WALES    

 

INVESTMENTS   -   SAVINGS   -   PENSIONS   -   FINANCIAL PROTECTION 

Coronavirus - We are still open for business for both new and existing clients.  Please call for details of how we can execute your requirements remotely.

Christopher J Jones Wealth Management Ltd.

Welcome to our website. Here you will find all sorts of information

about how we can help you

As Independent Financial Advisers we provide all the tools, guidance, and support you'll need in order to achieve your financial goals.

Arrange a free initial consultation via telephone or in the comfort of your own home or office at a time to suit you.

 

A professional, personal service...  tailor made for YOU!

Tax Efficient Investments For Growth, Income Or Both

Whether you are looking for a cautious safe haven that provides capital guarantees for your investments, or alternatively you have an adventurous investment profile, as Independent Financial Advisers we are able to research the whole of market and then tailor a plan to specifically suit your needs.

We believe in building strong long lasting relationships with all our clients and are able to provide ongoing regular reviews to make sure your financial goals are achievable, both now and in the future. 

IMPORTANT INFORMATION The value of your investments can go down as well as up, so you could get back less than you invested.

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Retirement Planning

Are you still in employment? If so do you have a retirement dream?  Are you on track to realise that dream?  Find out now by arranging a full pension review. 

When was the last time you reviewed your existing pension funds?  In our experience many people start pension plans and never review them until it's too late.

Are you considering taking your retirement benefits soon?  You may be aware that recent changes in pension legislation means there are now even more complex decisions for you to make. 

Call us today to discuss your requirements and let us help you to benefit from the most appropriate and tax-efficient way to plan for your retirement dreams.

IMPORTANT INFORMATION: A Pension is a long-term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

 

Financial Protection

Are you concerned as to what would happen if you couldn't work due to an accident or illness?

Do you want to provide financial security for your loved ones when you're no longer around?

Are your existing protection plans still appropriate for your needs?

Whether it be providing an Income Replacement Policy, Life Cover or Critical Illness Cover we'll recommend the most appropriate plans for your individual circumstances.  Leaving you feeling confident in the knowledge that whatever happens your finances are protected.

IMPORTANT INFORMATION: Some protection products, such as Whole of Life or Long Term Care, may include an investment element. The value of your investments can go down as well as up, so you could get back less than you invested.

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Contact Us

By completing this form you confirm that you have read and understood our privacy notice.

For a free no obligation initial meeting either call or email:

Email:

Phone:

07711 767230

 
 

About Us

Christopher J Jones Wealth Management Ltd. is a relatively new company (incorporated April 2017), however, Chris Jones DipPFS (Director) has over 26 years financial services experience and over 7 years Estate Planning experience. 

  

Covering all of North Wales we offer a free, no obligation initial meeting to discuss your requirements.  This can take place in the comfort of your own home, at your place of work or even by telephone.

We are fully independent, allowing us to access the whole market enabling us to provide you with the best possible advice.

Why not call us today to arrange a meeting at a time and place to suit you.

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