Toby Jones
With a Degree in Economics and Politics from Newcastle University, further strengthened by a Masters Degree in International Business Management, Toby brings a unique perspective to financial planning & wealth management. Toby’s 15 years of commercial leadership across Europe & Asia, including valuable experience in Sydney, Australia has honed his understanding in global markets and diverse financial landscapes. This international exposure, combined with my corporate experience, provides Toby with a well-rounded understanding of the complexities individuals and families face when planning their financial futures.
Toby’s transition to becoming a Financial Adviser was fuelled by a long-standing interest in personal wealth finance and a desire to secure his own family's financial future. Becoming a father solidified this commitment, motivating him to dedicate his skills to helping others achieve their financial planning goals. This personal investment, paired with his academic background and professional experience, allows Toby to offer empathetic, informed, and strategic financial planning advice tailored to your specific needs and aspirations. Toby is committed to guiding you towards financial security and peace of mind.
“Today, I want to combine my experience with a passion for clear, practical advice to help my clients take control of their financial situation and build the life they want”
Outside of his professional life, Toby enjoys staying active and embracing new experiences which are incredibly important to him. He is a firm believer in the power of sports & outdoor activities. Whether it's outdoor activities, travelling or sport these activities are also a fantastic way to connect with friends, family and others who share similar interests. Beyond sports, Toby is also passionate about travel and spending quality time with family and friends.
“I believe that investing in experiences and relationships is essential for a fulfilling and well-rounded life”
About
As a financial planning business, my core mission is to provide individuals & families with clear, honest, and trustworthy financial advice. I understand the importance of building a strong financial foundation, and I'm committed to offering guidance that you can rely on. This is bolstered by the backing of a leading wealth management firm, giving you the confidence that your financial future is in capable hands. I prioritise transparency and personalised financial planning strategies to help you achieve your unique financial goals, whether it's retirement planning, investment management, or wealth protection.
My decision to become a Partner Practice of St. James's Place stems from my unwavering belief in their distinctive Investment Management Approach. As a client myself, I've witnessed firsthand the benefits of their actively managed investments, overseen by carefully selected, best-in-class fund managers. This access to expertise, a robust structure, and a long-term focus are precisely what I wanted to extend to my clients. By aligning with St. James's Place, I ensure my clients benefit from the same high standards of investment management and financial security that I value for my own financial well-being.
As a qualified financial adviser, I understand that navigating the complexities of personal finance can feel overwhelming. I work with a diverse range of clientele, from young professionals starting their careers to established business owners and growing families, providing tailored wealth planning strategies to achieve their unique financial goals. My core focus is to simplify your financial life, helping you make informed decisions about investments, retirement planning, and wealth management, ensuring you have a clear roadmap to financial security and peace of mind. Let's work together to build a strong financial foundation for your future, protecting what you value most.
Whether you're looking to create a comprehensive financial plan from scratch or seeking expert guidance to refine your current strategies, I offer personalised support every step of the way. My services encompass investment management, retirement income planning, risk management, and estate planning considerations. I prioritise building long-term relationships with my clients, acting as a trusted Partner to guide you through life's financial milestones.
Contact me today to schedule a no-obligation consultation and discover how I can help you achieve your financial aspirations with confidence and clarity.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Craig Halsall
Senior Wealth Administrator
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
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.
SJP Approved 21/07/2025
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.
