Rob Jones

Experience

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  Lloyds bank

  Jun 1988 - Aug 2011

  Financial Consultant

  Senior Wealth Management Advisor with Lloyds Private Banking.

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  Positive Solutions

  Aug 2011 - Oct 2012

  Independant Financial Advisor

  IFA

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  True Potential LLP

  Oct 2012 - now

  Partner

  Independant Financial Advisor DipPFS.I provide a wide range of wealth management services to both individuals and businesses and I want to get to know you! A very experienced and professional financial adviser qualified to Diploma level, many of my clients have complex financial affairs. My emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. I offer a complimentary, no obligation consultation to review your circumstances and decide what level of service or advice you might require. What’s really important to me is my relationship with you – my client. The better I get to know you, the more I understand your needs and aspirations. Then I can help you squeeze all the goodness out of your money to benefit your financial health. True Potential - Beyond Wealth Management. Getting the most out of technology to provide you the client with instant, live and upto details of your wealth.Specialties:My services include: - Retirement planning - Onshore and offshore investments - Inheritance tax planning - Protection (life, critical illness, income protection) - Employee benefits. - ISA's - Care Home Fees Planning Show less

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  William Jones Estate Agents

  Nov 2012 - now

  Company Director

  Independant Estate Agents - Covering Oxfordshire