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Emma Jones

DipPFS, BA (Hons), MBA

I'm an experienced and dedicated financial adviser committed to helping individuals and families feel more confident about their financial future. This might mean helping you invest for the future, plan for retirement, protect what's important to you or simply bringing clarity to where you are now and what you need to do next.

Whether face-to-face or virtually, English or Welsh, I provide clear guidance to help you understand your options. I take time to understand your goals and circumstances and then provide clear, personalised advice to help bring your financial plans to life.

My approach is built on simplicity, transparency and long-term relationships because I believe good financial advice should give you confidence in your decisions and peace of mind about your future.  

About

Taking the first step to talk about your finances can feel daunting, but financial planning isn’t just about crunching numbers; it’s about giving you the confidence, clarity and support to achieve more with your money.

Medi Financial Planning was founded on my belief that financial advice should be personal and built around each individual. I believe that feeling truly heard is one of life's most empowering experiences and I wanted to create a more tailored approach to financial advice; one where clients feel listened to and understood.

Having spent almost a decade working as a Financial Adviser, I've seen how valuable good financial advice can be, but I've also seen how complicated and overwhelming it can sometimes feel. I wanted to create a service that makes financial advice more straightforward and free from unnecessary jargon.

Medi Financial Planning was created from a simple belief: financial advice should be human, approachable and focused on building long-term financial freedom.  

Advice and services

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

Addresses

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SJP Approved 26/08/2026

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.