Paul Jones
BA (Hons) DipPFS CeMAP
I provide bespoke lifestyle financial planning and wealth management advice to private and corporate clients.
About
Paul specialises in advising business owners, professionals, and sports professionals on how to maximise their wealth utilising tax efficient solutions.
Paul believes the key to successfully achieving financial goals, is to have regular ongoing review meetings to ensure the plan stays on track.
As a financial planner based in Cardiff, Paul is passionate about building long term trusted relationships with his clients.
He covers all areas of wealth management including, cashflow modelling, retirement planning, wealth protection planning, savings, and investment planning.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 05/10/2023
The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
