Christopher J Jones Wealth Management Ltd. is a relatively new company (incorporated April 2017), However, Chris Jones DipPFS MAQ AIPW (Director) has over 27 years financial services experience and over 9 years Estate Planning experience.
What were the circumstances that caused you to look for a financial adviser?
After I retired I had a considerable amount of capital to invest as I required income on top of my company pension. I also required information regarding inheritance taxation,.
How did Christopher Jones help you?
Christopher visited me and having discussed my needs for the future together with willingness as to risk factors put together a financial plan to suit my needs.
Have you seen the outcome you were hoping for?
Yes, in the 7 years that Christopher has been my financial advisor we have had regular meetings to review the plan. Everything so far has been completely satisfactory.
What could they have done better?
So far everything Christopher has recommended to me has worked out to my satisfaction, and there is nothing I feel he could have done better