Business Details
17 Years
experience
Your Trusted Financial Advisers in Chesterfield
Jones & Co Advisers & Co Advisers was founded in 2009 with a clear mission: to make financial advice accessible, understandable, and tailored to individual needs. Our journey began in a small office on Vicar Lane, Chesterfield, and has grown into a team of expert advisors dedicated to providing Lifestyle Financial Planning, retirement advice, mortgage solutions, and investment strategies. We believe financial planning should be about empowering clients to live their best lives, which led us to introduce sophisticated cash flow modelling tools in 2022 to enhance decision-making.Our team combines decades of experience with a commitment to innovation, evidenced by our Carbon Neutral status and community-focused Wishing Well Project. We prioritise client relationships, offering both face-to-face meetings in our Derbyshire office and fully online services. Recognised for excellence through multiple awards, we remain regulated by the Financial Conduct Authority, ensuring the highest standards of professionalism and client protection.
Services
Lifestyle Financial Planning
Mortgage Advice
Investment Solutions
Retirement Planning
Pension Advice
Tax Savings Strategies
Protection Planning
Discretionary Fund Management
Buy-to-Let Mortgages
Later Life Lending
Details
- Year established: 2009
Highlights and features
- We offer personalised financial planning tailored to individual life goals
- Our team holds multiple industry awards for excellence in financial advice
- We provide both face-to-face and fully online consultation options
- We operate with full transparency and no hidden fees
- Our advisors are regulated by the Financial Conduct Authority
Associations and certifications
- Financial Conduct Authority
Services
Lifestyle Financial Planning
Our Lifestyle Financial Planning service uses sophisticated cash flow modelling to create tailored strategies for achieving financial goals. We help clients understand retirement timelines, income requirements, and sustainable spending patterns. With no initial fees and annual reviews, we ensure your financial plan evolves with your changing circumstances while maintaining focus on your long-term objectives.
Mortgage Advice
We provide independent mortgage advice covering first-time purchases, remortgaging, buy-to-let investments, and later-life lending. Our advisors search over 50 lenders to find competitive deals while considering your unique circumstances. We specialise in helping self-employed individuals and those with complex income structures secure appropriate mortgage arrangements.
Investment Advice
Our investment services cover ISAs, investment bonds, collective investments, and discretionary fund management. We offer access to Venture Capital Trusts, Enterprise Investment Schemes, and socially responsible portfolios. Our partnership with award-winning DFMs ensures professionally managed solutions aligned with your risk profile and financial objectives.
Retirement Advice
We specialise in comprehensive retirement planning including annuity options, pension transfers, and tax-efficient income strategies. Our services cater to self-employed individuals, retirees, and those seeking pension consolidation. We provide expert guidance on Flexible Access Drawdown, SIPP management, and inheritance tax planning for retirement assets.
Protection Planning
Our protection services include critical illness cover, income protection, life insurance, and business protection strategies. We help clients safeguard against financial risks through tailored solutions that cover family income needs, mortgage protection, and business continuity requirements.
People
Mark Jones
Managing Director
Mark founded Jones & Co Advisers & Co Advisers & Co in 2009 after leaving a major high street bank. With over 15 years' experience in financial services, he transformed a small office into a multi-award-winning firm. He leads our team of advisors while maintaining hands-on client relationships.
Questions
What financial services do you specialise in?
We specialise in Lifestyle Financial Planning, mortgage advice, investment management, retirement planning, pension solutions, tax-efficient strategies, and protection planning.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference FRN: 804499.
Can you help with online financial consultations?
Yes, we offer fully online financial planning services while maintaining our face-to-face options for local clients.
How do you charge for financial advice?
Our Lifestyle Financial Planning service has no initial fee, with charges based on the complexity of your financial situation and required ongoing support.
What areas do you cover?
While based in Chesterfield, we provide financial advice to clients throughout the UK through both in-person and virtual consultations.
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