CUSTOMER JOURNEY -
Our Financial Planning
Process
Independent Financial Advisers
based in Dolgellau, Gwynedd
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.
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
SOCIAL -
CYFRYNGAU
CYMDEITHASOL
ADDRESS - CYFEIRIAD
6 Eldon Row
Eldon Square
Dolgellau
Gwynedd
LL40 1PY
J S Jones IFA Ltd © 2025
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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.