Richard Jones
Certs CII (MP & ER), Chartered Financial Planner, FPFS
I am a Chartered Financial Planner and a Fellow of the Personal Finance Society.
About
I am also the Director of RJ Financial Planning and have been working in the financial services industry since 1998.Since gaining my Chartered status, I have been registered with The Chartered Institute as a later life planning specialist and a pension planning specialist. My areas of expertise include tax and lifestyle based financial planning for business owners, professionals and the farming communities.
Outside of the business, I am married to Helen and live in Aberporth. I enjoy being physically active, reading and spending quality time with family and friends
Testimonials
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.
