FIRST MEETING
An initial meeting where
we will get to know each
other, with no obligation.
We will discuss your
financial situation
including your needs and
objectives, also taking your
future circumstances into
consideration.
Our Financial Planning Process
Independent Financial Advisers based in Dolgellau, Gwynedd
RESEARCH
If you wish to proceed,
detailed research will be
carried out to find
suitable products to
recommend to you to
meet your financial
needs and objectives.
RECOMMENDATION
We will meet to discuss the
research and the
recommendations, that have
been tailored to meet your
specific requirements. There is
flexibility in the
recommendations, and
changes can be made if
necessary.
IMPLEMENTATION
With mutual agreement, we
will begin and manage the
process of implementing
your recommended plan
with your providers.
ONGOING
SUPPORT
We offer an ongoing
service, which includes
regular reviews of your
investments and your
circumstances. The reviews
offer an opportunity to
identify and implement
any changes that may be
needed to keep your
portfolio aligned with your
goals.
J S Jones IFA Ltd is authorised
and regulated by the Financial
Conduct Authority
Mae J S Jones IFA Cyf wedi ei
awdurdodi a’i reoleiddio gan yr
Awdurdod Ymddygiad Ariannol
Data Privacy Notice
ADDRESS - CYFEIRIAD
6 Eldon Row
Eldon Square
Dolgellau
Gwynedd
LL40 1PY
CONTACT - CYSYLLTU
Email / Ebôst: contactus@jsjonesifa.co.uk
Email / Ebôst: john@jsjonesifa.co.uk
Email / Ebôst: louise@jsjonesifa.co.uk
Phone No. / Rhif Ffôn: 01341 423 500
Registration No. / Rhif Cofrestru: 5959846
J S Jones IFA Ltd © 2026 Website designed and maintained by H G Web Designs
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily
targeted at customers in the UK.
The Financial Ombudsman Service (FOS) is an agency for arbitrating of unresolved complaints between regulated firms and their
clients. Further details of the FOS can be found on its website: www.financial-ombudsman.org.uk
J S Jones Limited is Authorised and Regulated by The Financial Conduct Authority and is entered on the Financial Services
Register (https://register.fca.org.uk) under firm reference number 624888
(6 Eldon Row, Eldon Square, Dolgellau, Gwynedd, LL40 1PY)
We value our clients, and are always here to support you if you have any queries or concerns.