Charles Jones
DipFA
My aim is to provide a quality, bespoke and family approach to client planning and servicing. I seek to provide an open door approach to business with a personal touch which gives confidence to clients to contact me for assistance or advice. With old fashioned morals and ethic’s of ’doing the right thing’ for any private, personal or corporate client. In my opinion it is important that any client feels integrated into my business and know that their best interest are always at the heart of the operation.
About
I started Charles Jones Wealth Management in 2016 after many years as an independent financial adviser, studying and learning the trade in my father’s financial advisory firm. It was clear to me very quickly that building a great relationship and being honest to clients was the key to a successful business. The goals I set myself for the business have never changed. COVID showed that these values were key to client satisfaction, in fact, the business has unexpectantly grew significantly since lockdown in 2020. Many of our clients coming as a result of being dissatisfied with how they were being looked after by previous advisers.
These values are:
1. Provide honest and reliable advice
2. Continue to learn
3. Do my very best
4. Treat others as I’d expect to be treated
5. Build a business culture which consider peoples feeling and the impact we have on our precious environment
The key to our success is our clients and our staff. Both of which I do my vest best to make feel valued and an integral part of the success of Charles Jones Wealth Management.
Outside of work, My Wife, Beth, and I have become a proud parents to Mabel Jones, born in August 2021.
I like to keep myself fit through calisthenics workouts, football, water sports and winter sports.
Testimonials
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.
