PerryJones – Your Trusted Financial Partner

PerryJones is a small independent financial planning business providing services to a range of individuals, business owners and families across the UK. We are trusted advisers to clients who come from all walks of life and who have a wide variety of different needs and objectives. No two sets of financial circumstances are the same.

There is, though, one common theme across our entire client base – everyone benefits from a friendly personal approach, a high level of service, and a high standard of professional advice.

Having worked in financial services since the 1980s we have a wealth of invaluable experience to call upon when helping to steer people along the right track. Our aim is quite simply to help you achieve the best outcomes possible.

A key part of our service is to ensure that you understand things. This might relate to any existing products you already have, various options that might be available to you, or, perhaps, unanticipated tax consequences that might arise if you take an inappropriate course of action. We will always try to explain things using language that you can understand, avoiding complex jargon wherever possible. Essentially, helping you make informed decisions tends to lead to better outcomes.

We Work Hard to Build Long-term Relationships

We often count two, or even three generations of one family among our clients. By building long-lasting partnerships, we’re able to help create long-term success for you and your family.