Stephen Jones

Please provide a brief comment about your experience with Stephen

Stephen is great. He is friendly, very knowledgeable and reassuring. I would certainly recommend him for anyone looking for financial advice and planning.

What were the circumstances that caused you to initially look for an adviser?

New company, looking for a change.

How has Stephen Jones helped you?

We are a relatively new company and and a little disorganised Stephen (and his team) were totally professional and patient with us. This on proving an excellent product at rhe end is why I'm writing this recommendation. That sort of service needs acknowledging

Have you seen the outcome you were hoping for?

Yes 100%

What could they have done better?

Not sure anything could have been. Obviously there is no such thing as perfection but this was as near as it possibly could have been.

What were the circumstances that caused you to initially look for an adviser?

I’ve always earned a considerable income but never acquired wealth. A chance meeting with a financial advisor opened a new world to me. Initially my first financial advisor seemed to be very successful, introducing me to the concept of EIS but in the long run his investment advice was far too risky and not remotely diverse. Ironically through my initial financial advisor, I met Stephen Jones and my financial circumstances changed dramatically for the better when I switched to Stephen.

How has Stephen Jones helped you?

He has assessed my appetite for risk and scientifically evaluated my financial and investment profile. In addition he has carefully analysed my expectations/hopes for the immediate future in this turbulent world, not to mention retirement planning. He has widened my investment profile and overall, in contrast to the first financial advisor, he has made a profound difference to my financial health and well-being.

Have you seen the outcome you were hoping for?

As per my earlier comments, I could not have anticipated any better an outcome than Stephen has achieved. He has been absolutely outstanding.

What could they have done better?

I cannot identify anything that could’ve been improved. Stevens professionalism and diligence has been remarkable. He has displayed vigilance, versatility and flexibility often in response to urgent requests on my part.

What were the circumstances that caused you to initially look for an adviser?

I had a very hap hazard approach to my financial affairs in my younger years and had allowed the years to creep by whilst keeping my head in the sands of youth. I had lost track of investments that I had made over time. I also had not paid much attention to my pension requirements. I needed inheritance planning, which I had not really given much thought to. I needed someone to guide me in my future affairs and help me achieve a sound financial footing and greater understanding of my current wealth and my options going forward.

How has Stephen Jones helped you?

Stephen has organised me. He has made me focus on what I would like to achieve financially, my goals and financial aspirations for the future. He has created a platform where I can see my current position easily with a few clicks. He managed to track old investments and get current valuations. He has advised me extensively and reorganised my Pension and found ways for me to increase my contributions that I was unaware of. We have discussed inheritance planning at length and we continue to work on this together as the IHT landscape changes. Stephen is dogged about keeping me up to date and insists on regular face to face meetings.

Have you seen the outcome you were hoping for?

Yes, I am more confidant in my financial affairs and Stephen has made me more proactive.

What could they have done better?

I can't honestly think of anything.

What were the circumstances that caused you to initially look for an adviser?

My wife and I were the ages of 32 and 33 and we hadn't got any pensions provisions or had we planned for any inheritance planning or insurances relating to health or death.

How has Stephen Jones helped you?

Stephen has given us some amazing advice over the last 5+ years and has helped us get pension plans setup, make provisions for our old age and also helped guide us to make some incredible investments. His team are incredible within their roles and have helped us with health insurance plans along with setting up pensions for our children. The team provided us with an incredible wealth projection forecast for our investments and planning. The pension contributions have also been a huge benefit with our corporation tax bill.

Have you seen the outcome you were hoping for?

100%. The advice and planning Stephen and his team have provided, has already been a massive benefit to us.

What could they have done better?

We cannot fault their work and advice in anyway. They have all been incredible. Many thanks for all of their hard work and advice over the years.