A Senior Partner Practice of St. James's Place Wealth Management
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Alan Jones

Axis have an abundance of experience in providing bespoke, holistic advice on a range of wealth management needs, including: investment planning, inheritance tax mitigation, retirement planning, care fees planning and advice for businesses.

About

Axis Financial Planning Ltd is a family run business formed in 1999 by the Founder Director, Alan Jones, who has over 30 years’ experience in the finance sector.

Planning for a secure future – be it for yourself, your family or your business, is one of the most important steps you will ever take. Changes in your circumstances or the effects of inflation will require you to regularly review and act upon your financial situation.

As a Senior Partner Practice of St. James's Place Wealth Management, Axis are committed to providing you with a personal wealth management service aiming to meet your short and long-term needs.

We can help you reach your financial goals by offering you the appropriate advice and guidance now, and by checking that any plans put in place still remain effective in the future no matter how your circumstances change.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Alan’s help and support were invaluable to me in making significant financial decisions at a difficult time. He tailored his advice to my particular situation and his expert knowledge, quiet manner, ability to listen and clear articulation of the optio...
Wendy Hoskin |Hook, Hampshire
After discussing our requirements for my mother's care, Alan devised a flexible package that went beyond our expectations and left us with the confidence that, financially, my mother could receive the care that we had hoped to provide for her. Througho...
Alan Furness |Yateley, Hampshire
Mr Jones gave me several viable options to choose from and explain all the benefits of each, always putting my mother's well-being first. He gave me excellent advice and I would recommend his exceptional service to someone else without hesitation. His ...
Sheila Hayden |St. Marys

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Axis Financial Planning Limited is registered in England and Wales, Number 3816687. Registered Office: Hargam House, 40 Sandhurst Road, Wokingham, Berkshire, RG40 3JD.