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The Jones & Co team can now offer face-to-face meetings again within a safe office environment. We understand that some may be vulnerable or have reservations, so we are proud to still offer a full virtual online experience for all. We specialise in creating and overseeing bespoke portfolios for clients who engage with our services here at Jones & Co Independent Financial Advice in Chesterfield, Derbyshire.

We also spend a great deal of time with our clients to help understand their needs and objectives. Our team of financial planning professionals will provide unbiased, bespoke and Jargon free advice with a clear aim of preserving or accumulating your wealth and security. Our achievements show our credibility within the industry, but more importantly, our clients are very happy with the advice that we give and the service that we provide.
Services
Jones & Co Independent Financial Advice is an award-winning team of holistic financial planners based in Chesterfield.
Our team of highly motivated, dedicated and knowledgeable financial planners aim to meet the financial needs of the local population and surrounding regions.
Each of our independent financial advisors is qualified to give holistic financial advice across a wide range of financial services; the aim being to improve upon an individual's current and future situation.
We have been advising clients for many years on all aspects of finance and investment.
Whether it's the friendly face you meet on reception or the expert financial advice and services which we deliver daily, we continue to be recommended by our clients for these reasons.
You can reach us by telephone or email, or If you are in or around Chesterfield town centre why not pop into Capital House, we love putting faces to names.
Our normal office hours are 9am to 5pm Monday to Friday.
As much as we enjoy meeting you in person, we understand that sometimes that's just not possible.
That's why we offer the option of providing our clients with independent financial advice remotely whenever the need arises.
We call this 'remote advice'.
Delivering remote advice is extremely straightforward thanks to our ongoing investment in the best telephone and IT systems.
These systems allow us to continue working effectively on your behalf, even when we can't meet with you directly or in the most extreme of situations.
We all work towards that milestone in our lives "retirement".
How would you feel if at this point in your life you hadn't the money to enjoy the retirement you had intended?
Planning for this day does not prevent you doing the things you enjoy now, although it may mean a slight adjustment in your financial management.
However, with the aid of careful planning this is surely a small price to pay for the lifestyle you desire later in life.
At Jones and Co we believe that retirement isn't all about pension plans this is just one of many ways to build a stable future.
Tax Advice is a very complex subject and should only be offered by a fully qualified Accountant or Tax Advisor (HM Revenue and Customs).
Our aim at Jones & Co is simply to give you some basic knowledge around the 3 main areas of tax that could have an impact on your lives e.g.
We can assess all aspects of your finance to ensure you and your finances are in the most tax-efficient position.
Whether you are 16 or 85 this is an area that is never too late to plan for, as prudent individuals you could save a small fortune in tax charges over your lifetime.
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