Lucy Jones - Independent Financial Adviser

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Lucy Jones - Independent Financial Adviser

Independent Financial Adviser based in Shropshire. Approachable, confidential and passionate.

21/12/2025

Merry Christmas 🎄

As we head into the end of the year, I just want to say thank you to everyone who has supported my business this year. It’s been a brilliant year, and I’m incredibly grateful for the trust my clients place in me. ✨

This Christmas feels extra special as we’re celebrating in our new home, and I’m looking forward to what the new year will bring ❤️

Wishing you all a lovely Christmas and a happy, healthy year ahead 🌟

22/08/2025

✨ It’s always my complete pleasure to help support people when they are taking big steps in their lives. These are more than financial choices — they’re life moments that shape families and futures.

Being trusted to be part of that journey means everything 💛 … and thoughtful gestures like these flowers, chocolates and kind words truly made my day, thankyou! 🌸🍫

If you’re planning your next big step and would like some clarity and support, I’d love to help 🤝

25/01/2023

Today I caught up with Kayehdesigns and she handed me my fresh new business cards 😍

After meeting at a networking event last year, Kaye has helped me hugely over the last 6-8 months with my branding. Previously I was going it alone diy style and although it did the job I felt like it could be a lot better.

Similar to any working relationship you need to feel that click. Not every person you will meet is a good fit for your business. Kaye really took the time to get to know me and my business and what I wanted to represent and I think that it was crucial to getting it right.

Although we are in completely different industries it got me thinking thatwe share the same business values and I hope each and every one of my clients that I work with feel the same way about me.

If you are a small business and are on the fence about whether to get a professional to help you with your branding I would 100% say it is worth speaking to Kaye.

Or if you are on the fence about getting financial advice and previously have done it, get in touch to arrange a cuppa and maybe we'll be a great fit too 🥰

**Credit to Rosalie Arran for the photo today**

01/01/2023

Wishing you all a happy, healthy and prosperous 2023

15/06/2022

I really do have the best clients! Thankyou so much.

Time for a cuppa ☕️ 🧁

🔑😍🏡❤️

08/06/2022

A lovely email this morning from another couple buying their first home ☺️

I charge a reduced broker fee for First Time Buyers of £95. There are many Brokers out there who don’t charge fees at all and rely on volumes of business instead. I personally feel by charging an affordable fee I can make sure my clients are well looked after from start to finish and provide a personal, friendly approach that the large fee-free firms may not have capacity to provide.

I’m always looking for feedback on how I can improve. Do you have any thoughts on broker fees and how much is reasonable to charge? Or perhaps any fees would put you off completely?

🏡 🔑 💖

05/06/2022

Hope you are all having a lovely bank holiday break with lots of jubilee celebrations 👸🏻 🇬🇧 🥂 🎉

I have had my first abroad holiday in 4 years this week and my first week off since being self employed.

I love my job but it is definitely good for the mind and soul to get away and relax and rejuvenate. I have even managed to join in the morning gym and yoga sessions! 🧘‍♀️☀️ 💖 🏖 🧳 ✈️

Flight back this evening and then back to it tomorrow 🏡 🤓 🔑 💪

30/05/2022

It’s always so lovely when clients are grateful for my help. I’ve always had a passion for helping people and the last 2 years have brought me so much job satisfaction.

First time buyers like this lovely couple are one of my favourite type of customer 💖 They often need a bit of extra help along their mortgage journey which I love to be a part of. 👨‍👨‍👧🏡 👫🏻🔑 👩‍👦‍👦 ❤️

19/01/2022

I am pleased to confirm I have been included in the Top Rated adviser list on 'Voucher For' as well as receiving a certificate of Excellence for Autumn 2021 and will appear in The Times Newspaper later this year. A lot of hard work has been put in during a difficult two years and I'm very happy. Thank you to all my clients that have left some really positive feedback.

Top Rated advisers have to receive a minimum of 10 excellent clients reviews (averaging 4.5* or higher) since January 2021, have a 4.5* or higher all-time client rating and have passed all of the extensive checks that form part of Vouched For's fully verified membership. You must stay fully verified, and subject to out checks and monitoring, to feature in the Guide.

You can view my Vouched For profile and read my reviews in the link below and if you are a potential client and would like to get in touch I would be extremely pleased to hear from you.

https://www.vouchedfor.co.uk/financial-advisor-ifa/shrewsbury/065195-lucy-jones/reviews

Address

Morfe House, Belle Vue Road
Shrewsbury
SY37LU

Opening Hours

Monday

9am - 6pm

Telephone

+441743382018

Website

http://lejfinancial.co.uk/

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