Michael Jones Independent Financial Services offers unbiased independent financial advice to both individuals and corporate clients, researching the market to source products and financial services which best suit our client's needs.
Over the years I have established a high level of trust between myself and my clients. This trust has helped in developing a long term business relationship with my clients, which enables me to achieve my goal of giving excellent service and guidance.
Some of the main areas we can help you with independent financial advice include:-
Pre / post retirement planning, secured / unsecured pensions and workplace pensions
- Savings and Investments
Lump sum and regular premium investments using NISA allowances, trusts and offshore investments, to be tax efficient where possible
- Mortgages and Loans
Corporate mortgages, individual mortgages and mortgage protection
- Equity Release Schemes
Effective solutions to release capital from your home using lifetime mortgages and home reversion schemes
- Life and Protection Policies
Income protection insurance, family protection insurance and permanent health insurance
- Disability, Accident and Sickness Cover
Accident and sickness insurance
- Private Health Care
Company and individual private health care
- Inheritance Tax and Estate Planning
Wealth management, estate preservation and inheritance tax planning
People’s finances are directly affected by their personal circumstances, which change as they go through different life cycles. A young couple with children will have different financial priorities to an older couple in retirement. Through asking relevant questions, and conducting appropriate research, our independent financial advisers make recommendations which suit our clients' circumstances.
If you would like to take advantage of our financial services please contact us and remember, the first consultation is free of charge.
We are proud to offer independent financial services in the East Midlands area including Rothwell, Desborough, Kettering and Northamptonshire.
Michael Jones Independent Financial Services Ltd is an appointed representative of Lighthouse Advisory Services Limited which is authorised and regulated by the Financial Conduct Authority.
Michael Jones Independent Financial Services Limited is registered in England and Wales, Registered number 4641776