Mark Jones
DipFA, CertPFS, SII
Financial Adviser with True Potential
I am a fully qualified Financial Planner with a career in financial services that began in July 2008. Over the years, I have developed extensive experience providing tailored advice to business owners, individuals, and clients in post-retirement, across a broad range of areas including tax planning, investments, retirement strategies, care fee funding, and protection planning.
Since 2012, I have incorporated detailed cashflow modelling into my advice process. This enables me to offer clients a clear and comprehensive view of their current financial position, and to demonstrate how strategic, well-considered decisions can help them achieve their goals...
Whether it’s paying off a mortgage, re-mortgaging, retiring early, enjoying more time with family, or launching a new business venture, I help clients make informed decisions with confidence.
Outside of my professional life, I’m passionate about road cycling, photography, and staying active in the gym several times a week. I also enjoy ceramics and Latin dancing. I’m married and a proud grandparent to two wonderful grandchildren, who bring great joy and perspective to my life.
- Diploma in Financial Planning - IFS - 01/06/2011
Investment & Savings
I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.
Retirement & Pensions
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
Inheritance, Estates & Tax
I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
We are award winning
Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
We provide innovative investments
Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.
We build revolutionary technology
Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.
