Chris Jones

With over 30 years of experience as a Financial Adviser, I’ve built a career dedicated to helping individuals and businesses plan for their financial future with confidence and clarity. My role is to provide reassurance and guidance, whether that’s making key financial decisions, reviewing existing arrangements, or adapting plans to reflect life’s inevitable changes.

The financial services industry has evolved considerably over the years, and I take pride in maintaining the highest professional standards. I complete well above the required 35 hours of Continuous Professional Development (CPD) each year to ensure my knowledge remains current and my advice relevant...

I’m passionate about what I do, and this commitment to learning allows me to deliver the best possible outcomes for my clients — helping them strengthen their financial position and achieve their goals.

As a member of the Society of Later Life Advisers (SOLLA), I’m also qualified to provide specialist advice on later-life financial planning. This includes helping clients navigate issues such as funding for care home or at-home care, ensuring peace of mind for both clients and their families.

My client base is diverse, ranging from young professionals at the start of their financial planning journey to those approaching or enjoying retirement. Regardless of age or circumstance, I value working with clients who seek clear, thoughtful, and qualified financial advice tailored to their unique situation.

Outside of work, I enjoy spending time with family and friends and maintaining a healthy lifestyle. You’ll often find me cycling around Yorkshire or training on Zwift, and I also make time for the gym, Pilates, and even the occasional Salsa dancing session — I may even take on a HYROX challenge in the near future.

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