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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Alan Jones

Hargam House, 40 Sandhurst Road, Wokingham, Berkshire, RG40 3JD

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

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

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

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.
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 options inspired trust and confidence. I have gone on to make further use of his services and I would not hesitate in recommending him to others.
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. Throughout our discussions Alan's advice, and commitment to finding the best solution was excellent. I would happily recommend his services to anyone trying to finance long term care for an elderly relative.
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 help and support has been exemplary.
Sheila Hayden | St. Marys

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.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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.
Alan Jones
Axis Financial Planning Limited
0118 977 4500