Simon Jones, Bristol Chartered Financial Planner

A little bit about me

During my career in the financial services industry, I have performed various roles within banking, insurance and regulated compliance. The former provided me with a strong foundation to develop organisation, customer service skills and understand what good client outcomes really are. It was my role in regulated compliance, however, where I developed in-depth and detailed knowledge and research skills. Additionally, I witnessed the benefits of financial planning and how it changes lives for the better and it was then I realised this was something I wanted to be a part of. At this crossroads in my life was when I started to hear about Unividual. I was working for Intrinsic, now Quilter, and was responsible for checking the suitability of their pension advice. Combined with its reputation in the industry, Unividual struck me as the best financial advice firm I had come across. I was pulled in also by their Chartered Financial Planner training school, Unicademy, which was like nothing I had seen in the industry. Having now been through this process, their ability to nurture the next generation of financial planners was down to a team of very successful directors with a combined 50 years’ experience in their fields.

Types of clients I work with

I am over the moon to have finally found my vocation. I no longer suffer that feeling of dread on a Sunday evening, I get to meet interesting & unique individuals and help them to plan their future and achieve all they hope for. I am helping people with property purchasing, retirement planning and protecting family or business. This gives people peace of mind to focus energy on enjoying their family or growing their business. Whether you need advice about a mortgage, your pensions or you just want a complete overhaul on your finances, I can devise a bespoke financial plan for every area of your finances. I have even passed additional qualifications so that I can provide advice on very complex and highly regulated areas such as defined benefit pensions, equity release and long term care. So, no matter whether you are someone just starting out or someone with extremely complex wealth structures, myself and Unividual are in a position to help you realise your objectives and build a plan unique to you and where you want to go, whether that is business, personal or both.

"We once dreamt of a house by the sea our, financial adviser made it happen"

“Our financial adviser is Bristol based Simon Jones, he is friendly and very thorough. He investigated all of our pensions, ISAs and other assets, and advised how we can best utilise them all. He assessed our attitudes to risk and proposed a plan to fit our risk profile. He then put the plan into action and made all the transfers on our behalf. With Simon’s expert financial advice, we have been able to realise our dream of owning a motorhome, and buying an amazing house with 180 degree views across the sea. This has long been a dream, and we weren’t sure that it was possible. As part of the process, Simon arranged our residential mortgage and a let-to-buy on a rental property we own, so that we are paying the best rates possible. He has enabled us to live the dream!”

Claire, Divorce Coach, Bristol, 4th July 2021