Phil Jones
BA(Hons) DipPFS AwPETR
Based in South Wales, I provide wealth management advice to clients both within South Wales and the surrounding areas.
Specialisms:
About
I have worked in financial services since 1994 providing professional, holistic financial advice to individuals and business owners for over 22 years. During this time, I have gained considerable experience at helping clients to align their finances with what is most important to them.
I provide a personal service with the client’s goals at the heart of everything I do. This ensures that I create and implement financial plans to help clients achieve the future they want for themselves and their families.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
