JONES CONSULTANCY LTD - Salisbury

Introduction to JONES CONSULTANCY LTD

For individuals and families seeking expert financial planning guidance, JONES CONSULTANCY LTD presents itself as a dedicated service provider. Located at 3 Shaftesbury Drove, West Harnham, Salisbury SP2 8QH, United Kingdom, the consultancy offers tailored strategies to achieve long-term financial goals. Their commitment to personalized advice and a client-centric approach distinguishes them within the competitive landscape of financial advisors. The company’s primary focus revolves around helping clients navigate the complexities of personal finance, encompassing areas such as investment management, retirement planning, and estate planning.

Company Details and Contact Information

JONES CONSULTANCY LTD operates from a strategically located office in Salisbury. Clients can easily reach them via telephone at 7850958101. For more detailed information regarding their services and approach, visitors can explore their website at jonesconsultancy.co.uk. This online resource provides a wealth of resources, including case studies, blog posts, and downloadable guides, further demonstrating their commitment to educating clients.

Specialties and Services Offered

The core specialization of JONES CONSULTANCY LTD is, as its name suggests, financial planning. However, their expertise extends beyond simply providing recommendations. They offer a comprehensive suite of services designed to meet diverse client needs, including:

• Investment Management: They assist clients in building and managing investment portfolios aligned with their risk tolerance and financial objectives. This encompasses asset allocation, diversification strategies, and ongoing portfolio monitoring.
• Retirement Planning: A key service is assisting clients in planning for a comfortable retirement. This includes calculating retirement needs, exploring various retirement savings vehicles, and developing strategies to maximize retirement income.
• Estate Planning: Recognizing the importance of safeguarding assets for future generations, JONES CONSULTANCY LTD provides guidance on estate planning matters, including wills, trusts, and inheritance tax planning.
• Tax Planning: They offer insights into tax-efficient investment strategies and planning to minimize tax liabilities.
• Financial Goal Setting: Helping clients define and prioritize their financial goals – whether it’s buying a home, funding education, or achieving financial independence – is a fundamental aspect of their service.

Location and Accessibility

The physical location of JONES CONSULTANCY LTD at 3 Shaftesbury Drove, West Harnham, Salisbury SP2 8QH, offers a professional and accessible environment for client meetings. Salisbury is a historic market town in Wiltshire, providing a convenient location for clients residing in the surrounding areas. The office is easily accessible by car and public transport, ensuring a seamless experience for clients.

Client Reviews and Reputation

Currently, JONES CONSULTANCY LTD has 1 review on Google My Business, resulting in an average opinion of 1/5. While this represents a concerningly low rating, it’s crucial to acknowledge that this reflects a limited sample size. It’s recommended that prospective clients conduct thorough due diligence, seeking additional reviews and testimonials from independent sources before engaging their services. The company’s website and online presence, while informative, could benefit from an increased volume of positive client feedback to bolster its reputation.

Key Features and Approach

JONES CONSULTANCY LTD distinguishes itself through a personalized and consultative approach. They prioritize understanding each client’s unique circumstances, goals, and risk appetite. Their services are designed to be flexible and adaptable, evolving alongside a client's changing needs. Key features of their operation include:

• Independent Advice: They operate as an independent consultancy, ensuring objectivity and unbiased recommendations.
• Personalized Plans: Clients receive bespoke financial plans tailored to their specific needs and objectives.
• Ongoing Support: They provide ongoing support and guidance, monitoring portfolios and adjusting strategies as required.
• Transparent Fees: Their fee structure is clearly outlined, ensuring transparency and accountability.

Recommendations for Potential Clients

For individuals seeking a dedicated financial planner, JONES CONSULTANCY LTD warrants careful consideration. However, given the current low average opinion, prospective clients are strongly advised to:

• Review Additional Sources: Explore independent review sites and seek testimonials beyond Google My Business.
• Schedule a Consultation: Arrange a consultation to discuss their financial needs and assess the consultancy’s approach firsthand.
• Verify Credentials: Confirm the qualifications and certifications of the financial planners involved.

JONES CONSULTANCY LTD’s commitment to client-centric financial planning, combined with a strategic location, is a foundation upon which to build a long-term financial strategy. Further investigation and due diligence are always recommended before making any significant financial decisions.

👍 Reviews of JONES CONSULTANCY LTD

Paul G.

1/5

Have been trying for over 3 years to get hold of them,contact numbers I had ,had been cut off.only now found a contact number and address. Which I can now pass to the financial ombudsman . Mis-sold me a pension plan.would keep well away. Wish I had.