Stephen Jones

Stephen’s career in financial services has spanned three decades, and the majority of this period has been spent as an Independent Financial Adviser.

During his time in the industry, Stephen spent ten years running his own IFA practice, and six years as an IFA working within an accountancy practice. Such a diverse career has given Stephen the experience to provide advice on wealth management solutions for a wide range of clients.

Running his own business really taught Stephen the value of a client relationship, and to view it as a long-term partnership. Working as part of an accountancy practice gave Stephen the experience of another dimension in the client – consultant relationship. So often, by working with an accountant, solicitor or both, a client gets the most comprehensive advice. Stephen also believes that working in this manner also adds value to the accountancy and law practice’s service.

Wealth management specialist

Stephen is predominantly a wealth management specialist, with a particular skill in the area of pensions.  He holds a Diploma in Financial Planning and is also one of a very small number of wealth managers accredited by Resolution (formerly the Solicitors Family Law Association). He is also working towards the Society of Trust and Estate Practitioners (STEP) qualification for IFA’s.

With this background Stephen is developing links with other professional practices with special emphasis on wealth management issues arising in connection with divorce, trusts and inheritance tax mitigation.

Away from work Stephen and his wife spend much of their leisure time in their native West Wales. He is also a keen rugby fan (naturally!) and he is also hoping to reacquaint himself with his golf clubs now that his two sons no longer require his services as a taxi driver.