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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Jones Regan Financial Planning

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Jones Regan Financial Planning

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Financial Planning with people at the heart. Clarity. Care. Confidence for your future.

29/10/2026

A day away from the usual routine in Bolton to bring the team together in Manchester.

We spent the day at our St James’s Place office exploring different working styles through Insights Discovery, and discussing important updates and ideas to support our financial planners and the clients they look after.

We rounded things off with a little friendly competition pizza-making session!

28/10/2026

The headlines tell you what’s changed. Understanding what it means for you is often the harder part.

Join St. James’s Place’s post-budget webinar, where Hetal Mehta, Chief Economist, Claire Trott, Head of Advice and Niall McGregor, Divisional Director: Advice Policy, hosted by Andy Payne, Director of Advice Support, will unpack the key announcements, answer common questions and explore the considerations that may be relevant to your financial plans.

🗓️ Monday 02 November
⏰ 10:30 - 11:30am
🔗 Zoom registration link in our Linktree bio

Jones Regan Financial Planning is an Appointed Representative of and represents only St. James’s Place Wealth Management PLC (which is authorised and regulated by the Financial Conduct Authority.)

SJP Approved 09/10/2026

12/10/2026

Birthday wishes to Alex! Hope your Monday is spent celebrating and enjoying your special day 🥳

06/10/2026

Big birthday wishes to Amy 🥳

Enjoy your celebrations and time away from the office this week 🎂

05/10/2026

A huge congratulations to our Claire for completing the half marathon Cancer Research UK Manchester Shine Night Walk this weekend.

Claire joined around 2,000 people walking through Manchester at night, raising money to help fund life-saving cancer research.

And what a result, Claire raised over £1,100, contributing to more than £400,000 raised by everyone taking part 👏

The walk itself wasn’t without its challenges, with the aches really kicking in around mile 9. But a little gin at mile 11, some jelly babies and plenty of determination got Claire and her friends over the finish line!

4 hours 7 minutes walking time. 4 hours 19 officially. And, most importantly… no rain!

Well done, Claire. We’re incredibly proud to have supported you and to have played a small part in such a brilliant cause 💛

14/09/2026

Today we’re celebrating Amy’s 10 years with Jones Regan.

Over the last decade, Amy has played a huge part in shaping how Jones Regan looks, feels and communicates, but what she brings to the business goes far beyond marketing.

We’re incredibly grateful for her creativity, commitment, ideas and the countless things she does behind the scenes to help the business.

We’ve also been lucky enough to be part of Amy’s journey outside of work too, supporting her through some of life’s biggest moments, both the good times and the more difficult ones. And that’s something we value just as much.

We’re very proud to have been part of Amy’s career journey so far and here’s to everything the next chapter brings 🥂❤️

26/08/2026

Congratulations to our Ted who passed his R05 exam this morning.

We knew you had it in the bag. onto the next one now… no pressure 🙈

14/08/2026

Happy 60th Birthday “Boss Jo” 🚗

Yesterday we celebrated Joanne’s birthday with an afternoon tea-themed lunch, followed by a community quiz and of course, plenty of sweet treats, laughter and a few questionable quiz answers! 😂

We hope you have the most wonderful day celebrating today Joanne, and here’s to many more happy moments, laughs and memories to come 🎂🥳

19/07/2026

Happy Birthday to Ryan, who’s celebrating his special day in style at The Open! ⛳️🥳

Before he headed off, we made sure to give him the full Jones Regan birthday treatment with a little office celebration.

And of course, no proper birthday is complete without digging out a few childhood photos to keep everyone entertained! 🙈🎉

Have an amazing day, Ryan. We hope it’s one to remember!

10/07/2026

Momentum can win matches. But resilience wins tournaments.

In this month's CIO newsletter, Justin Onuekwusi, CFA explores why investors should look beyond today's market winners and focus on building portfolios that can navigate changing market conditions over the long term.

Read the newsletter - https://linkly.link/2mM8r

St. James’s Place Representatives represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

The value of investments can rise and fall. Positive returns are more likely if you invest for the long term, but this is not guaranteed and you could get back less than you invest.

SJP Approved 08/07/2026

Address

Suite A Futura One, Futura Business Park, Aspinall Way
Bolton
BL66PG

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+441616761980

Website

https://linktr.ee/jonesregan.co.uk

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