Simon Jones

Simon is a Chartered Financial Planner and Fellow of the Personal Finance Society qualified to advise on every aspect of someone's finances, including long-term care and equity release where he holds specialist qualifications.
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My Credentials

Qualifications: Diploma in Regulated Financial Planning, Advanced Diploma in Financial Planning, Chartered Financial Planner, Equity Release, Long-Term Care

Awards: Fellow of the Personal Finance Society, Pension Transfer Gold Standard, Inspiring Women’s Futures Ambassador

Location of Clients: South West

Office Address: Sterling House, Bath, BA1 3AN

Contact Details: 01225 427 474 | 07731 435 046

Links: Twitter | LinkedIn | Facebook| Testimonials

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A little bit about me

During My 12 year 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 their reputation in the industry, they 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.

The importance of family

First and foremost I am a family-man, I live in Bristol with my wife, Rachel and two children Jasper & Nancy. Family is a strong driver in my work as a Chartered Financial Planner. I enjoy helping families balance the need of living for the moment and planning for the future to ensure their children have what they need during the bumpy road of life. I was attracted to the fact that Unividual is a family firm at its core, which shapes Unividual’s culture and ethos throughout the company. Partnering with Unividual has given me the tools, skills and resources to do the best possible job for my clients, especially those that are families, which do come in all shapes and sizes.

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.

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