About us
Our Story
We Focus on building Strong, Intuitive and Dynamic Financial Solutions.
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Strong Team
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Simon Jones
Managing Director
Alison Rudd
Chartered Financial Planner
Barry Rudd
Mortgage Advisor
Our People
We are proud of our reputation for transparency and excellence at Jones Financial.
Managing Director, Simon Jones, started his own firm in 2001 and is both a Chartered Financial Planner and a Fellow of the Personal Finance Society. The Jones Financial advice team also includes Alison Rudd, a Chartered Financial Planner with extensive experience in advising both individuals and businesses, Sean Cashman, a diploma qualified adviser and Barry Rudd, a qualified mortgage adviser. Between all the advisers in the firm we have a combined total of over eighty years providing financial advice to clients.
We believe that financial planning is a lifelong process and take pride in helping our clients to achieve their goals so that they can make choices that suit them, whether that be in retirement, protecting assets, investing or in purchasing a home. We are committed to providing a high level of ongoing service so that our clients become part of the Jones Financial family and know we are there to help with the difficult financial decisions clients have throughout their lifetime.
With offices in central Norwich and clients throughout Norfolk and Suffolk, we provide independent advice to individuals through a personalised service that has the client at its core. We offer a free initial discussion to assess your needs and will build you a comprehensive financial portfolio to meet your strategic objectives.
How We Can Help You
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We won the Best Agency Award for our Strategy.
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We Have Products For
Ready to Grow Your Pension?
Pension legislation in the UK has been constantly changing and evolving with new rules and regulations. If you have any questions please let us know. We can quote you by a qualified financial advisor at your disposal.