Jones & Co Independent Financial Advice

10/06/2026

Choosing a Financial Adviser is a big decision - and it should feel right.

That’s why our initial process is completely complimentary and commitment-free, giving you the opportunity to get to know us before deciding whether we’re the right fit for you.

In this video, we explain our simple 3-step process 👇

🤝 Discovery Meeting
Getting to know you, your goals and what matters most.

📊 Interim Meeting
Showing how financial planning could make a difference.

📝 Recommendation Meeting
Presenting personalised recommendations to help support your future goals.

Financial planning should feel approachable, supportive and easy to understand.
That’s why we always aim to make the process feel welcoming, relaxed and genuinely supportive from the very beginning

If you’ve been thinking about seeking financial advice but weren’t sure where to start, we’re always happy to have an initial conversation.
📅 Book a free discovery meeting: https://calendly.com/advice-team-jnc

🎥 Watch the full video here:
https://www.youtube.com/watch?v=KODcODZW7HY

What’s it really like to work with a financial planner? At Jones & ...

07/06/2026

When people think about financial planning, they often focus on the big obvious goals.

But it’s sometimes the smaller, overlooked areas that can have the biggest impact later on.

Things people commonly forget to plan for:
• Emergency savings
• Protection for family or income
• Inflation over the long term
• Care costs later in life
• Old workplace pensions

Financial planning is often about spotting the things that are easy to miss before they become bigger problems later 💚

If you'd like help reviewing your finances, our team would be happy to have a conversation. Book a free discovery meeting here: https://calendly.com/advice-team-jnc

01/06/2026

👋

This week we’re introducing Misha, part of the Advisor team at Jones & Co.

Misha began her career in financial services at Aviva, working within life and pensions before discovering her passion for financial advice and helping people plan for their future.

Driven and ambitious, Misha self-funded her Diploma in Regulated Financial Planning and has since embraced Jones & Co’s people-first approach to financial planning.

Misha can assist with areas including:
• Retirement planning
• Pension reviews
• Inheritance tax planning
• Investment planning
• Protection planning
• Long-term financial planning

She is known for her approachable nature, enthusiasm and commitment to helping clients work towards their long-term financial goals in a clear and understandable way.

Outside of work, Misha enjoys staying active at the gym, hiking in the Peak District and travelling whenever she gets the chance ⛰️✈️

If you’d like to have a conversation with Misha about your own financial plans, you can book a free discovery meeting here: https://calendly.com/misha-ifajonesandco/

28/05/2026

For many people, financial planning starts with a question.

For these clients, it became a long-standing relationship built on trust, guidance and planning for the future.

In our video, they share their experience of working with Jones & Co over the years - from the importance of having a plan in place to the value of ongoing support and advice.

Hearing the impact financial planning can have on people’s lives is one of the most rewarding parts of what we do 💚

📞 Call us on 01246 550 521
📅 Or book a free discovery meeting: https://calendly.com/advice-team-jnc

🎥 Watch the full video here: https://www.youtube.com/watch?v=lK4Yt8I1yTc

Hear directly from one of our clients about their experience workin...

25/05/2026

Summer often brings changes in routine, spending and priorities - which makes it a great time for a financial check-in ☀️

A few simple things worth reviewing:

• Monthly spending habits
• Savings goals
• Pension contributions
• Emergency funds
• Long-term investments

Financial planning isn’t always about making huge changes. Often, small adjustments and regular reviews can make the biggest difference over time.

If you'd like support reviewing your own plans, our team is always happy to help with our free discovery meetings: https://calendly.com/advice-team-jnc

20/05/2026

Our latest May-June Smart Money Magazine is now available!

This month’s edition explores some of the biggest financial topics people are currently thinking about, including:

• How inflation and interest rates continue to impact financial planning
• Why long-term planning matters during uncertain markets
• Retirement planning considerations for later life
• Tax-efficient opportunities and financial check-ins for the year ahead
• The importance of staying focused on long-term goals rather than short-term headlines

Whether you’re planning for retirement, reviewing investments or simply looking to stay informed, there’s plenty of useful insight inside this edition.

📥 Read the latest Smart Money magazine here:https://ifajonesandco.uk/wp-content/uploads/2026/05/sm128.pdf

17/05/2026

Starting conversations around finances can feel daunting - especially if it’s your first time speaking to a financial adviser.

That’s why creating a welcoming, approachable and supportive environment is so important to us.

We’re incredibly grateful for reviews like this and proud of the relationships we build with our clients over time 💚

If you’ve been putting off seeking financial advice because you’re unsure where to start, you’re certainly not alone, and often, the first conversation is much easier than expected.

If you’d like to have a complimentary, no-obligation conversation with our team, you can get in touch: https://calendly.com/advice-team-jnc

14/05/2026

Many people work hard for their money - but don’t always stop to check whether their money is working efficiently for them.

A few things worth reviewing:

• Are you making full use of tax-efficient options like ISAs?
• Is your cash losing value to inflation over time?
• Are your investments aligned with your goals and timeframe?
• Do you have a clear long-term plan?

A quick review can often highlight small changes that make a big difference over time.

If you'd like help reviewing your finances, our team would be happy to have a conversation. Book a free discovery meeting here: https://calendly.com/advice-team-jnc

11/05/2026

👋

This week we’re spotlighting Suzanne Jeakins, Lifestyle Financial Planner at Jones & Co.

With over 25 years’ experience in the financial services industry and as a member of the Chartered Insurance Institute (CII), Suzanne takes a holistic approach to financial planning, helping clients build plans around the life they want to live - both now and in the future.

Suzanne can assist with areas including:
• Inheritance tax planning
• Retirement planning
• Pension reviews
• Investment planning
• Protection planning
• Long-term financial planning
• Building sustainable retirement income

She is known for her approachable nature, ability to put clients at ease, and the trusted relationships she builds over time.

We’re also proud that Suzanne has again been recognised as a VouchedFor Top Rated Adviser for 2026 ⭐

If you’d like to have a conversation with Suzanne about your own financial plans, you can book a free discovery meeting here: https://calendly.com/suzanne-112

01/05/2026

How financially “healthy” are you, really?

It’s not always easy to know where you stand — or what you should be focusing on next.

That’s why we’ve created a free Financial Health Score assessment.

In just a few minutes, you’ll get:
✔ A personalised financial score
✔ Insight into what’s working well
✔ Areas you may want to improve
✔ A downloadable report tailored to you

It’s a simple way to get clarity and start making more confident financial decisions.

This is not a credit score.

👉 Take your free assessment here:

Take our 5 minute assessment & receive a free personalised PDF with your results.