Business Details
46 Years
experience
Trusted Financial Advisers in Northampton
Established in 1980, Peter Jones & Associates is a family-run team of financial advisers based in Northampton. With over four decades of experience, we specialise in providing tailored financial advice across investments, pensions, mortgages, and protection. Our approach focuses on understanding individual client needs to create personalised financial plans that evolve with changing circumstances. We prioritise long-term relationships, offering ongoing reviews to ensure strategies remain aligned with clients' goals. Our team combines extensive market knowledge with FCA-authorised expertise to deliver reliable, compliant advice. We serve both individual and corporate clients nationally, maintaining a commitment to transparency and client-centric service. Our services encompass investment planning, retirement strategies, inheritance tax solutions, long-term care funding, and insurance. By integrating comprehensive market research with client-specific insights, we aim to help clients achieve financial security and independence.
Services
Investment Planning
Retirement Planning
Inheritance Tax Planning
Long Term Care Funding
Mortgage Advice
Protection Insurance
Served areas
- northamptonshire
Details
- Year established: 1980
Highlights and features
- 40+ years of financial advisory experience since 1980
- Personalised financial planning tailored to individual circumstances
- Comprehensive services covering investments, pensions, and protection
- FCA-authorised and regulated for compliance assurance
- Ongoing portfolio reviews to adapt to changing needs
Associations and certifications
- Financial Conduct Authority
Services
Investment Planning
We create tailored investment portfolios designed for growth or income, aligning with your risk tolerance and financial goals. Our strategies incorporate market analysis and diversification to optimise returns while managing risk. Clients receive regular performance updates and adjustments to reflect changing market conditions.
Retirement Planning
Our retirement planning service helps you build sustainable income streams for later life. We assess current pension provisions, recommend tax-efficient savings strategies, and develop withdrawal plans to ensure financial security throughout retirement years.
Long Term Care Funding
We specialise in structuring financial solutions to cover residential or nursing care costs. Our approach considers state benefits, insurance options, and asset protection strategies to ensure dignified care without compromising family inheritance.
Mortgage Advice
We provide impartial mortgage advice covering purchase, remortgaging, and buy-to-let solutions. Our market research identifies competitive rates and suitable lenders, with ongoing support through the entire mortgage lifecycle.
Protection Insurance
We design protection packages against life's uncertainties, including life insurance, critical illness cover, and income protection. Policies are tailored to family needs and financial obligations, ensuring security against unforeseen events.
People
Peter Jones
Founder
Established the firm in 1980 with extensive financial services expertise. Oversees strategic direction while maintaining client relationships through regular reviews and market analysis.
Robin Jones
Research & Compliance
Manages research and compliance functions since joining in 2002. Ensures all advice meets FCA regulations while providing technical support to the advisory team.
Emma Jones
Financial Adviser
Qualified adviser with 20+ years' experience in comprehensive financial planning. Specialises in retirement strategies and inheritance tax mitigation for high-net-worth individuals.
Marcus Longrigg
Financial Adviser
Experienced adviser focusing on mortgage solutions and protection planning. Provides tailored advice to first-time buyers and families across Northamptonshire.
Lindsey Wheatley
Administrator
Key administrative support handling client documentation and coordination. Ensures efficient case management and regulatory compliance across all client files.
Questions
What financial services do you specialise in?
We specialise in investment planning, retirement strategies, inheritance tax solutions, mortgage advice, long-term care funding, and protection insurance.
Are you regulated by the Financial Conduct Authority?
Yes, we are authorised and regulated by the FCA under reference number 133851, ensuring compliance with financial services standards.
How do you tailor financial advice to individual needs?
We conduct detailed consultations to understand your circumstances, objectives, and risk profile before creating customised financial plans.
Do you provide ongoing financial support?
Yes, we offer regular portfolio reviews and plan adjustments to reflect life changes, market developments, and regulatory updates.
What areas do you cover?
Based in Northampton, we serve clients nationwide, providing both in-person and remote advisory services.