Ross Jones

Advising Partner

A chartered wealth advisor with long-standing experience in financial services. I help individuals, families, professionals and business owners plan effectively, and most efficiently, in order to achieve their goals.

I undertake a holistic approach and aim to build trusted, long-term relationships with my clients. By considering the full financial picture, and wider impacts of any action (or lack of) taken, I am best positioned to provide good quality outcomes and quantifiable value. I pride myself on working hard for, and in the best interests of, my clients, whilst delivering excellent service.

I’m pleased to offer an introductory meeting at my own cost to discuss your circumstances, my services and whether working together would be of benefit. My areas of advice extend to:-

  • Saving and Investment – Inc tax optimisation strategy
  • Comprehensive Retirement Planning as a Pension Transfer Specialist (PTS). Inc contribution, income projection, consolidation, protected benefits, Annual Allowance (AA) and Lifetime Allowance (LTA) issues and full range of at retirement options.
  • Protection – Inc personal and business needs
  • Trust and Estate Planning – Inc Inheritance Tax (IHT) management
  • Detailed cashflow modelling

I work closely with trusted professionals who hold the relevant qualifications and skills to give advice in areas not listed above such Mortgages & Will writing. This way, when addressing important needs, you can be assured that the most appropriate person is producing advice for you.

Your circumstances and goals will be uniquely personal to you which is why my advice is always tailored. I embed Sandringham’s four-stage planning process to help understand your needs and identify the best way to achieve your goals.

Together we will explore your options, then plan for how your tactical and strategic financial goals can be best met. Whether you are looking to invest efficiently for the future, planning your retirement, looking to protect yourself and the ones you love or wishing to pass on your wealth in the best way, I can help you put the necessary plans in place.

Timely reviews are an important part of the process as they help ensure any financial plans still meet your needs as they evolve. We’ve been reminded in recent years that things can change most unexpectedly. My clients have the peace of mind knowing that, if circumstances do alter, they have a trusted source to contact whenever that may be.

Please do contact me via the details to the right of the page if you would like to know more. I will respond at the earliest opportunity.

Areas of expertise

Picture of Ross Jones
  • 51 Eastcheap
  • London
  • EC3M 1DT