Guy Jones
Chartered Financial Planner, Fellow Personal Financial Society, BSc (MechEng)
• I enjoy tax engineering, the use of exempt allowances, and creating complex, cross-generational bespoke plans to match the unique needs and circumstances of each family, Business owner or Individual to help deliver growth, value, and protection.
• Originally trained as a mechanical engineer
• Nearly 20 years ago after spending two decades successfully running engineering subsidiaries for large engineering PLCs, I retrained as a stockbroker and then very quickly expanded into full holistic financial planning advice.
• I became a Chartered Financial Planner in 2014 and a Fellow of the PFS shortly thereafter.
Accreditations
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.
Click on the accreditations for more information
Addresses
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.
