Phil Jones' Accreditations

  • Chartered Wealth Manager

    Chartered Wealth Manager is a title awarded by the CISI to recognise senior members in the retail sector at the pinnacle of their profession. Chartered Wealth Manager is the mark of an up-to-date, experienced and qualified financial sector professional.
  • Chartered Financial Planner

    Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.
  • Chartered Fellow of the Chartered Institute of Securities & Investment (CISI)

    Being a Chartered Fellow of the CISI, the UK’s leading securities and investment professional body, demonstrates an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour and a dedication to maintaining this.

Phil Jones

Investment Director, Chartered Wealth Manager and Chartered Financial Planner

With more than 30 years of experience in financial services, Phil specialises in advising high net worth private clients. His areas of particular expertise are investment and wealth management, retirement, and trust and estate planning.

Phil is a Chartered fellow of the Chartered Institute for Securities & Investment and also a Chartered financial planner and member of the Personal Finance Society. Being highly qualified as well as experienced allows clients to feel confident when taking advice from Phil on their wealth management and financial planning needs.

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