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Jones & Co Independent Financial Advice

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Chesterfield
Jones & Co Independent Financial Advice

Independent Lifestyle Financial Planners helping individuals and families build, protect and enjoy their wealth.

Established in 2009, providing retirement, investment, pension, protection & mortgage advice with a 5★ client-rated service.

03/11/2026

Self-employed? When it comes to getting a mortgage, your paperwork matters. 🏡

If you're self-employed, applying for a mortgage can involve a few extra considerations, particularly when it comes to demonstrating your income.

Unlike a straightforward salaried role, lenders may assess self-employed income in different ways. Having your financial documents organised and understanding what lenders need can help you prepare for the application process.

It's also worth remembering that lenders have different criteria. The right option will depend on your individual circumstances, income and financial commitments.

We've explored why getting your mortgage paperwork in order matters, and what self-employed applicants should consider.

📖 Read the full article:
https://ifajonesandco.uk/newsletter-articles-email-use/self-employed-your-mortgage-paperwork-matters/

At Jones & Co, we partner with Mortgage1st to help clients explore mortgage options that fit their circumstances, including those who are self-employed.

If you're thinking about buying a home, getting organised early can be a useful first step.

Book a free discovery meeting with our Mortgage & Protection Specialist, Anya Mather: https://calendly.com/anya-mather-mortgage1st/mortgage-appointment

Your home may be repossessed if you do not keep up repayments on your mortgage.

28/10/2026

Retiring abroad? There's more to plan than just where to live 🌍

For many people, retirement is the perfect opportunity to explore somewhere new, enjoy a different pace of life or finally make that dream of living overseas a reality.

But before you pack your bags, it's worth thinking about how the move could affect your finances.

From making your pension income stretch further to understanding the cost of living and potential tax implications, having a clear financial plan can help you make the most of your retirement, wherever in the world you choose to be.

We've explored 10 countries worth considering for retirement abroad, to help get you thinking about your next chapter.

📖 Read the full article here:
https://ifajonesandco.uk/newsletter-articles-email-use/thinking-about-retiring-abroad-10-countries-worth-considering/

At Jones & Co, we believe retirement planning should be about more than your finances. It's about making sure your money supports the life you want to live. 💙

If you'd like to book a free discovery meeting to explore your personal financial options please click here: https://calendly.com/advice-team-jnc

23/10/2026

You've worked hard to build your wealth. Have you thought about how to protect it?

Whether it's your home, savings, investments or the legacy you hope to leave behind, planning ahead can help you make informed decisions about your family's financial future.

Our guide explores some of the key things to consider, including:

🔹 Understanding Inheritance Tax and potential planning opportunities
🔹 Making sure your Will reflects your wishes
🔹 Passing wealth on to children and grandchildren
🔹 Reviewing your wider financial arrangements

Because protecting your wealth isn't just about the numbers. It's about making sure your plans reflect what's important to you and your family.

Download our free guide and start thinking about your family's financial future:https://ifajonesandco.uk/wp-content/uploads/2026/09/Guide-To-Protecting-Your-Family-Wealth-and-Future.pdf

19/10/2026

Please join us in welcoming Matthew Whittam to the Jones & Co team 💙

Matthew joins us as a Chartered Financial Advisor, bringing over 20 years of experience in financial services.

He works with clients on everything from retirement planning and pensions to investments, protection and wealth planning, helping make financial decisions easier to understand and building plans around what matters most to them.

A little about Matthew outside of work: when he's not helping clients plan for their future, Matthew enjoys exploring the countryside with his wife, Leanne, and their dog, Rocco. You'll often find them in the Peak District, Lake District or North Wales. He also loves travelling to the Greek islands, spending time with family and friends, and getting to the gym before work.

We're really pleased to have Matthew on board and look forward to introducing him to more of you!

Welcome to Jones & Co, Matthew! 👏

14/10/2026

🎬 A little behind the scenes at Jones & Co...

Yesterday, we had a videographer in the office filming something new, and we can't wait to share more with you 👀

For now, here's a little peek at what's been going on behind the camera.

Watch this space... 💙

12/10/2026

This week, we're celebrating Emma Crinks, who's reached her 6-year anniversary at Jones & Co 💙

As a Paraplanner, Emma works behind the scenes with our advisers, making sure all the details are covered and our clients' financial plans are tailored to their goals and future plans.

Her attention to detail and care help make sure our clients can feel confident about the plans we put in place.

Outside of work ✈️🎶
Emma loves exploring new places, catching live music at gigs and festivals, and spending time with friends and family. She's also always keen to learn something new and develop her skills.

Thank you, Emma, for everything you bring to the team. We really appreciate all your hard work over the last six years 🥳

06/10/2026

Retirement Reimagined. Our brand-new guide is finally here!

This one has been a long time in the making, and we're really proud to finally share it.

Created entirely in-house by the Jones & Co team, our new Retirement Reimagined guide looks at retirement from a much bigger perspective than simply asking:

“Will I have enough money?”

Because retirement isn't just about your pension.

It's about what you'll spend, how you'll use your time, what will give you purpose, how you'll stay active and connected, and ultimately what you want your life to look like in the years ahead.

Inside the guide, you'll find practical ideas around:

• Understanding what your retirement could cost
• Creating sustainable retirement income
• Finding purpose and avoiding the boredom trap
• Looking after your physical and mental wellbeing
• Considering phased retirement
• Building your own retirement action plan

And plenty more.

It's completely free to download.

If retirement is starting to feel a little more real, or you're simply curious about what your next chapter could look like, it's well worth a read.

📖 Download your free copy and start reimagining your retirement:https://ifajonesandco.uk/wp-content/uploads/2026/09/Retirement-Reimagined-Guide-Online.pdf

28/09/2026

👋

This week we're showing off Anya Mather, our Mortgage & Protection Specialist, working with Jones & Co through our partnership with Mortgage1st.

With a degree in Banking and Finance and experience across both mortgage advice and estate agency, Anya understands the home-buying journey from start to finish.

Anya can assist with:
• Mortgage advice
• Protection planning
• Finding the right mortgage for your circumstances
• Supporting you throughout the home-buying journey

She’s passionate about taking the stress out of the “big move” and making sure clients feel supported at every stage. 🏡

Outside of work, Anya is a big animal lover, sharing her home with chickens, cats, a dog and a pond full of fish, and enjoys spending time with friends and family.

We're delighted to have Anya working alongside the Jones & Co team 💚

16/09/2026

Pension Awareness Week is a good reminder that having a pension is one thing. Knowing whether it’s enough for the life you want is another.

How much will you need?
When could you afford to retire?
Are your pensions working together?
And what happens if your plans change?

You don't need to have all the answers yourself.

Our free Discovery Meeting is a chance to talk through where you are, where you want to be and whether we can help.

No cost. No obligation. No pressure.

Just a conversation about your future.

Book your free discovery meeting: https://calendly.com/advice-team-jnc
Or call us: 01246 550 521

08/09/2026

The September/October edition of Smart Money is here 📖

There’s plenty to get stuck into in this latest issue, including:

🏡 Could giving your home to your grandchildren create unexpected problems?
We look at the potential tax, financial and practical risks of gifting your home.

💷 One inheritance tax rule 72% of UK adults don't know about
The gifting-from-surplus-income exemption could be an important planning opportunity for some families.

🧓 Five questions to ask yourself before retirement
From your retirement lifestyle and income needs to your pension savings and the risks you may face, are you asking the right questions now?

⚠️ Could your retirement savings be at risk?
Pension scams are becoming increasingly sophisticated. We look at the warning signs and how to protect yourself.

📊 Why diversification matters in an uncertain world
With geopolitical tensions, trade disputes and economic uncertainty continuing, spreading investment risk remains an important consideration.

💰 Could your pension help with the £100k childcare cliff edge?
More than half of people are unaware that pension contributions can reduce adjusted net income.

👨👩👧 Are you and your partner ready for retirement?
Why couples should be having conversations about their pensions, income and plans for later life.

And that's just scratching the surface...

The September/October edition is available to read now.
👉 Take a look:https://ifajonesandco.uk/wp-content/uploads/2026/09/Smart-Magazine-SeptOct-2026-36-page.pdf.pdf

Address

Capital House, 27 Glumangate
Chesterfield
S401TX

Opening Hours

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

Website

https://ifajonesandco.uk/, https://www.youtube.com/@JonesandCoIFA, http://instagram.com/jonesandcoifa, https://www.linke

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