Peter Jones & Associates

Peter Jones & Associates is a family-run team of experienced financial advisers based in Northampton. We have been guiding individuals and businesses towards financial security and prosperity since 1980. Our team of qualified professionals holds extensive knowledge and expertise across a diverse range of financial disciplines, empowering us to provide holistic and tailored solutions to your unique needs.

About Our Team

Peter Jones & Associates comprises a dedicated team of seasoned professionals with diverse backgrounds and extensive experience in financial planning. Led by Peter Jones, who founded the firm in 1980, our team is committed to providing personalized financial guidance and creating tailored plans to suit your individual circumstances and aspirations.

Our Expertise

We offer a comprehensive range of financial services that cover all aspects of your financial life, including:

**Investments

• Building and managing investment portfolios for growth, income or a combination of both.
• Providing expert guidance on various asset classes such as shares, bonds, and funds.

**Retirement Planning

• Developing personalized plans to ensure a secure retirement.
• Optimizing pension contributions and investments.
• Addressing specific challenges related to later life planning.

**Long-Term Care

• Creating strategies to address the potential costs associated with long-term care.
• Providing information and guidance on available options such as care plans, insurance, and government assistance programs.

**Protection

• Arranging appropriate insurance coverage against unexpected events such as illness, accident, or death.
• Identifying potential risks and implementing strategies to mitigate them.

**Mortgage Advice

• Guiding clients through the process of securing a competitive mortgage.
• Exploring different mortgage options and finding a solution that aligns with your financial goals.

Our Approach

At Peter Jones & Associates, we take a holistic approach to financial planning. We believe in understanding your individual needs, goals, and aspirations before formulating a customized plan that aligns with your unique situation. We review and adapt your plan regularly to ensure it remains relevant and effective as your life and financial landscape evolve.

Our commitment to our clients extends beyond simply providing financial advice. We strive to establish strong, lasting relationships and provide ongoing support and guidance to empower you to make informed financial decisions throughout your life.