Retirement planning, investment planning, mortgages , protection arrangements, tax planning.
We will provide an initial consultation to gather information regarding your current circumstances and identify your financial objectives to see how you could benefit from our advice.
We will then provide further research and recommendations to assist you in meeting your objectives at an agreed cost.
We look to create long term relationships with our customers and provide ongoing review services to continue to re-assess strategies as your circumstances may adjust, or markets, products and legislations evolve.
We provide financial advice in Northampton and nationally to both individual clients and corporate clients.
|Address||Burlington House, 369 Wellingborough Road|
|Phone Number||01604 420222|
Products & Services
Financial protection against an accident, illness or death should be a top priority. Whether it is to provide a lump sum or income to clear loans, for your dependents or to provide continued income if unable to work.
We can advise you on all areas of financial protection and will establish and prioritise your needs and shortfalls to put a plan together.
We can help you achieve a secure fund for your retirement and can advise you on the products and options to get you there.
If you have existing arrangements we can review them to check they are appropriate for you and look at performance, charges and risk comapred to alternative options available. We are able to advise you on all types of pensions both pre and post retirement including Personal Pensions, Company Pensions, Final Salary Arrangements, Annuities and Drawdown.
We can advise you on your mortgage requirements whether it is a new purchase, remortgage, raising additional funds or buy to let.
Mortgages can be complex and with changes in legislation it is sometimes hard for you to find the right lender and there could be hidden charges or penalties. We have access to the whole of market and can therefore find the best lender and deal for your circumstances. We will consider all product options, charges, tie-ins, etc and advise you accordingly.
We will also give you advice on the necessary protection and insurances you may need associated with your mortgage.
Planning financial security is often described as a journey. There is a starting point and a destination and, like a journey there are usually stops and deviations along the way. We offer investment advice services to assist our customers through their various life stages, whether it's saving towards your children's future, or reviewing an existing investment portfolio with the aim of providing a secure retirement.
We will fully assess your needs and requirements and attitude to risk and recommend investment products and portfolios that meet your needs. We will consider your individual circumstances and any tax considerations.
From Our Website
We are able to advise you in numerous areas including investment planning, retirement/pension planning, inheritance tax planning, long term care, buying a property or arranging life insurance or protection. Where you have a complaint or dispute with us and we are unable to reseolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this.
Peter Jones & Associates can provide you General Insurance via Source Online. This provides an instant quote from our panel of the UK's leading providers for Home Insurance, Let Property, ASU and Commercial Insurance. We only offer quality policies from top brand names that you will know and trust, and who offer the best in cover and claims handling. When using Source Online, you choose from a wide range of market-leading insurers, you choose the excess, the extras, you can even choose the commission level*, and with these tools we'll help you find the best quote for your client (not just the cheapest).
As life expectancy continues to lengthen, more of us can expect to require some form of long-term care. With an average cost of over 38,000 a year and average stay in a care home of 4 years, wealth can be depleted very quickly by clients if they do not get the right advice. The problem with paying care fees from assets and investments is you never know how long that need will last and there is potential for the money to run out. The shock of having to arrange a care home in the first place can be stressful on its own.