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  11. Lucy Jones Financial Services

Lucy Jones Financial Services

Independent Financial Adviser  Morfe House, Shrewsbury, SY3 7LU
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FCA authorised
Last authorised 16th May 2022
Approachable, professional and friendly service, suitable to those who are new to receiving financial advice as well as clients with an existing background. I always offer a free first meeting with absolutely no obligation.
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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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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Income protection insurance
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Life insurance
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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
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Group risk
Meet our advisers
Miss Lucy Jones
About us

I am an Independent Financial Adviser based in Shrewsbury, Shropshire and enjoy dealing with both local clients and those further afield.

My ethos for my business is to make financial advice approachable to everyone and I am pleased to receive all nature of enquiries.

Our services

Mortgages
Protection
Equity Release
Pensions and Investments
Retirement Planning

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

Morfe House, Belle Vue Road, Shrewsbury, SY3 7LU

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