Robert Jones

I help clients with some of the most important decisions they'll ever make regarding their, and their family's, financial future. Many of my clients are investing for the first time so ensuring they understand how investments work, what can happen (good and bad) and how we work together is a key starting point. Building trust and understanding at the outset is crucial and if I feel our services, or investments generally, aren't suitable for them I will tell them up front. Equally, I have a large number of clients who have been serial investors for many years. Here I add value by ensuring their existing investments are best suited for the risk appetite they have, make sure costs are trimmed wherever possible, and give thought to educating future generations or their spouse on how the investments can help them in the future. I work on my own directly with clients or hand in hand with other intermediaries such as IFAs or Solicitors, so I am used to working in a variety of different ways to provide the service a client needs.