Chartered Financial Planning
Financial advice
that fits your life
Clear advice, smart planning and a personal touch — backed by over 30 years of experience helping individuals, families and businesses build a more confident financial future.
Anna Jones - Founder
"We listen, we plan, and we support you every step of the way."
Anna Jones
Chartered Financial Planner · 30+ years experience
30+
Years of experience
5
Core service areas
100%
Independent advice
Tailored advice, wherever you are in life
always personalised to your needs and goals
01
Retirement Planning
No jargon. No pressure. Long-term relationships, not one-size-fits-all solutions.
02
Investment Advice
Financial freedom in later life
03
Protection Planning
Safeguard what matters most
04
Estate & Inheritance Planning
Plan ahead with confidence
05
Cashflow Forecasting
Clarity on your financial future
Our process is built around you
No jargon. No pressure. Long-term relationships, not one-size-fits-all solutions.
01
We Listen
We start by getting to know you — your goals, your concerns, your full financial picture.
02
We plan
Based on your needs, we build a tailored financial strategy that’s right for you.
03
We Support
We stay in touch and adapt as life evolves. A long-term relationship, not a one-off meeting.
Get started
Ready to take control of your financial future?
Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.
The Financial Conduct Authority does not regulate estate planning, tax planning or cash flow forecasting.