Ivor Jones & Company Limited

Independent Financial Adviser  1b Costly Street, PL21 0DB
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FCA authorised
Last authorised 20th September 2021
Ivor Jones & Co. specialise in: •Retirement Planning •Investment Strategy •Tax Planning •Estate Planning •Long Term Care •Equity release
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Long term care
Meet our advisers
MS Louise Paula Jones
Director
About us

Ivor Jones & Co was established as a motor insurance broker in April 1971, by Ivor Jones who ran the business until his retirement in 2013. The company diversified into life insurance in 1972 before becoming a limited company in 1983. Ivor’s daughter Louise joined the family business in 1987. Louise was a Financial Adviser for many years before earning her chartered status in 2013. She is now managing director

Our services

Friendly Financial Advice like you have never experienced before.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

1b Costly Street, Ivybridge, Devon, PL21 0DB

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