Rob Jones

Rob Jones

Financial Consultant

Followers of Rob Jones245 followers
location of Rob JonesGreater Oxford Area

Connect with Rob Jones to Send Message

Connect

Connect with Rob Jones to Send Message

Connect
  • Timeline

  • About me

    Company Director at William Jones Estate Agents and Director of own IFA business

  • Education

    • Peers upper school

      1986 - 1988
      Mathematics and Computer Science
  • Experience

    • Lloyds bank

      Jun 1988 - Aug 2011
      Financial Consultant

      Senior Wealth Management Advisor with Lloyds Private Banking.

    • Positive Solutions

      Aug 2011 - Oct 2012
      Independant Financial Advisor

      IFA

    • 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

    • William Jones Estate Agents

      Nov 2012 - now
      Company Director

      Independant Estate Agents - Covering Oxfordshire

  • Licenses & Certifications

    • DipPFS

      CII
      Oct 1998