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Unbiased independent financial advice & services from Michael Jones Independent Financial Services Ltd.

Family & Business Protection

Financial protection for your family and business through life and critical illness covers, Income protection, key man and shareholder insurance, estate preservation through life...

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Pensions

Pre and Post retirement planning, Personal Pensions, Group Pension Schemes, Self Invested Pension Schemes, Annuities and drawdown contracts and Workplace Pensions.

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Equity Release Schemes

To access money tied up in your home through life time mortgages or home reversion schemes, and to help plan provision for long term care and inheritance tax liabilities.

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Mortgages

Mortgages sourced from the whole of market, including direct offer mortgages, Personal and Corporate Loans. Corporate mortgages, individual mortgages and mortgage protection.

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Saving & Investments

Lump sum investments and regular savings advice, School and University fee planning, using tax efficiencies where possible through Trusts, Offshore investments and NISA allowances.

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Inheritance Tax

Wealth management, estate preservation and inheritance tax and estate planning financial advice. Property values are increasing especially in certain areas of the country.

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