Jones & Co Independent Financial Advice

Independent Financial Adviser  Capital House, Chesterfield, Derbyshire, S40 4AA
First meeting at adviser's own cost
Contact our award winning team for friendly advice and guidance for all your current and future financial needs. We are a dynamic, modern company who offer face to face or remote consultations -online/Telephone
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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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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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
9.0/10
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FCA authorised
Last authorised 6th July 2020
Meet our advisers
Suzanne Jeakins Dip CII
Independent Financial Advisor

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Mark Jones Dip PFS Cert MP & ER
Director/Independent Financial Advisor

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Pauline Fernandes
Independent Financial Advisor

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

Kirk Yeomans
Independent Financial Advisor

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Warren Parkin
Trainee Independent Financial Advisor

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
I was taking voluntary redundancy and opting for early retirement, I needed to consolidate my investments and pension pots with a view to a better rate of return, but also implementing an ethical/green investment policy. Mark explained how the managed fund I would be investing in (with Zurich) would be split over a number of investments tailored to my needs (i.e. predominantly green or ethical funds), and which were expected to yield an appropriate rate of return. The investments Mark recommended have been doing extremely well (exceeding expectations and certainly FTSE 100) - despite post Brexit volatility. However I have only been investing for 8 months, and cannot comment on the long term prospects.
Andrew H, Chesterfield
I was retiring at the end of 2016 and needed advice on my pension options. Plus I wanted to explore opportunities for investment. Donna took careful note of what I was looking to achieve then advised on the options that best suited, securing a better annuity for me and finding the right investment portfolio within my level of acceptable risk. The outcome is exactly in line with Donna's proposed solution.
Ian J, Lincolnshire
I was approaching early retirement and I had four different private pensions and I wanted advice on gaining access to them. My wife also has a small private pension. Mark recommended bringing all the pensions under one roof and advising income drawdown instead of buying annuities. My wife and I now have easy access to our pensions and investments with one investment company in a wide range of funds. We do not feel that Mark could have given better advice. We feel that our investments are achieving good growth as well as being more secure
Howard B, Chesterfield
About us

Jones & Co Independent Financial Advice is an Award Winning team of holistic financial planners in Chesterfield. The company has enjoyed continued success since the launch of the business. Jones and Co has a team of highly motivated, dedicated and very knowledgeable Financial Planners who aim to meet the financial needs of the population of Chesterfield and surrounding area.

Our team of highly capable professionals are qualified to give advice across a range of financial services, the aim being to improve each individual's current and future situation. We have been advising clients for many years on all aspects of financial advice. Collectively as a company we have over 100 year’s industry experience, therefore you will receive with complete confidence, the right advice from the right individual with commensurate skills and experience.

Our background of experience ranges from estate agency, valuer, and retail banking investment specialist. This means we can offer our clients well balanced advice and guidance.

Our services

We have a modern approach to giving financial advice in a way which offers our clients the highest level of service and management of their affairs.

Where to find us
Head office address: Capital House, 27 Glumangate, Chesterfield, S40 1TX
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 6th July 2020

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