An Associate Partner Practice of St. James's Place Wealth Management

Joshua Jones Financial Management

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Joshua Jones

BA (Hons)
Being an approachable and a natural born problem solver, I relishes every opportunity to build long term relationships and truly get to know each and every client. This ensures that the advice given is and remains relevant whilst giving clients from all backgrounds peace of mind over their future.

About

Based in Manchester but with clients across the UK, Joshua is a master of building relationships and will stop at nothing to enhance the financial happiness of his clients.

Joshua was invited to join St. James's Place Wealth Management in 2017. Since welcoming Joshua he has demonstrated, not only a passion for the industry but a desire to ensure that the advice he provides is of the highest order.

Prior to joining St. James's Place Wealth Management, Joshua gained his first experience in the world of holistic financial planning whilst residing in Singapore. It was here he developed a real love for the industry and hasn’t looked back ever since. Qualified as a Certified Financial Adviser in Singapore, he took the jump back to the UK, where he continued his study and became a UK registered Qualified Adviser and embarked on growing his business across the UK.

Outside the world of finance, Joshua leads a very busy and active lifestyle, consisting of a variety of sports and spending time with his family. Joshua has a keen interest in Football, Golf and Formula 1.

We are committed to building and sustaining long-term relationships based on trust, superior service and the quality of initial and ongoing advice.

Our philosophy is simple: to help you achieve financial peace of mind for you and your family across generations.

We will provide a highly personalised service, with the aim of ‘earning the right’ to be considered as your trusted financial adviser for many years to come. We will help you make informed financial decisions helping you to achieve your goals through personal, face-to-face financial advice.
Joshua Jones

7th Floor, Sunlight House, Quay Street, Deansgate, Manchester, M3 3LU

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

Advice & Services

We'll help you find the right investments so you can achieve your financial 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 mortgage broking 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.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about 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.

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.

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Joshua Jones
Joshua Jones Financial Management