CUSTOMER JOURNEY -
Our Financial Planning
Process
Independent Financial Advisers
based in Dolgellau, Gwynedd
MEET
A free, no obligation initial meeting where we
get to know you and you get to know us. We’ll
discuss your objectives, like when you’re looking
to retire, set some priorities and gather the
information required to start planning your
future.
PLANNING YOUR FUTURE
If you’re happy to proceed, we’ll get down to
the nitty gritty of working out where to invest,
what wrappers to use and putting together a
roadmap so we know the journey ahead.
PRESENTATION
Once we’ve got a plan together, we’ll meet
again and go through in detail exactly what
we’re proposing. If you’re not happy we can
suggest changes and different options – the
goal is that we agree your plan together.
IMPLEMENTATION
You’ve seen the plan, you’re happy to go
forward, so now we’ll put everything in
place so that we can begin your financial
journey together.
ON GOING SUPPORT
We’ll keep an eye on your plan and meet with
you every year to go through performance,
whether any changes are needed, and whether
your circumstances have changed. We can
tweak the plan to suit you. During the year, if
you’ve got questions, or feel like the plan isn’t
working out, we’re always on hand to sit down
with you and work things through. We’ll be
right beside you throughout the journey,
together.
Mae J S Jones IFA Cyf wedi ei awdurdodi a’i
reoleiddio gan yr Awdurdod Ymddygiad Ariannol
J S Jones IFA Ltd is authorised and regulated by
the Financial Conduct Authority
Data Privacy Notice
SOCIAL -
CYFRYNGAU
CYMDEITHASOL
CYFEIRIAD - ADDRESS
6 Eldon Row
Eldon Square
Dolgellau
Gwynedd
LL40 1PY
J S Jones IFA Ltd © 2024
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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.
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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)