Phil Jones

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Three little words...

Professional,

Personal,

Experienced

    Expertise

  • Estate planningEstate planning
  • Businesses and business ownersBusinesses and business owners
  • At retirementAt retirement
  • Pension and divorcePension and divorce
  • Investments, savings and financial planningInvestments, savings and financial planning

Qualifications

  • Chartered Wealth Manager
  • Chartered Financial Planner

Accreditations/Memberships

  • Chartered Fellow of the Chartered Institute for Securities & Investment (CISI)
  • Member of the Chartered Insurance Institute (CII)
  • Member of the Personal Finance Society (PFS)