Purslow Jones
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Purslow Jones Financial Advisors

A modern approach to managing
your finances

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Independent Financial Advisers

Purslow Jones is an Independent Financial Advisers on a mission to change the way that financial advice is provided, offering affordable financial advice to anyone who needs it.

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Our Financial Planning Process

Financial Steps

Meet

A free, no obligation initial meeting where we get to know you and you get to know us. We’ll discuss your objectives, like when you’re looking to retire, set some priorities and gather the information required to start planning your future.

Financial Plan

Planning your future

If you’re happy to proceed, we’ll get down to the nitty gritty of working out where to invest, what wrappers to use and putting together a roadmap so we know the journey ahead.

Financial Planning

Presentation

Once we’ve got a plan together, we’ll meet again and go through in detail exactly what we’re proposing. If you’re not happy we can suggest changes and different options – the goal is that we agree your plan together.

Financial Planning Stages

Implementation

You’ve seen the plan, you’re happy to go forward, so now we’ll put everything in place so that we can begin your financial journey together.

Financial Implementation

Ongoing Support

We’ll keep an eye on your plan and meet with you every year to go through performance, whether any changes are needed, and whether your circumstances have changed. We can tweak the plan to suit you. During the year, if you’ve got questions, or feel like the plan isn’t working out, we’re always on hand to sit down with you and work things through. We’ll be right beside you throughout the journey, together.

Pension and Retirement Advice

At Purslow Jones, we help clients realise their pension options at every stage of their career journey. Whether you’re starting out in your career and looking to open your first pension or about to retire and are looking for guidance; our open and trusted approach lets us understand your retirement goals, create a plan for reaching them based on your attitude to risk and allows us to continuously monitor the performance of your investments.

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Purslow Jones Investments

Investment Advice

Whether you’re looking to plan for the future, monitor your spending or to finally buy that campervan you’ve always wanted, we can provide you with the tools and strategies needed to get there.

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Mortgages & Protection

Mortgages are one of the biggest financial commitments you’ll ever make. At Purslow Jones, we treat them as such. Working hand-in-hand with customers; we take an integrated and personable approach to helping you decide the best mortgage route.

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Experts in Tax Consultancy

Tax can be complex. Having both previously worked at HMRC, we have a unique and valuable understanding of tax planning

Knowing that no two clients are the same, we will take the time to understand your unique situation. Once we understand your situation, we will ensure you are maximising tax reliefs available to you

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Purslow Jones Finance

71 Coychurch Road, Pencoed, Bridgend, Wales, CF35 5LY

Regulatory Information: Purslow Jones is a trading style of Steven Purslow and Robbie Jones, who are appointed representatives of Mark Horner trading as Estate Asset Management which is authorised and regulated by the Financial Conduct Authority. Steven Purslow (ref. 943095), Robbie Jones (ref. 942590) and Mark Horner (ref. 544537) are entered on the Financial Services Register.

Purslow Jones Ltd are registered in England and Wales under reference 12552095. Registered Office address – 71 Coychurch Road, Pencoed, Bridgend, CF35 5LY.

The information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK only.

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