Worried about savings, pensions, insurance?
- 12th March 2013
- Author: Diana V
- 0 Comments
Who isn’t these days in such tight economic times....
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19 Y Rhos
about us
JG Financial Planning/Cynllunio Ariannol provides financial advice to individuals and businesses throughout Cardigan and Teifi Valley. Call today to plan your financial future.
JG Financial Planning/Cynllunio Ariannol
Financial Advisors
For Cardigan and Teifi Valley
We Care About your Financial Planning Needs
JG Financial Planning/Cynllunio Ariannol is owned by qualified and experienced Financial Advisor Richard Jones Cert PFS Cert CII (MP) Dip IP.
With nearly 14 years in Financial services, Richard can provide a complete range of financial planning solutions to meet the needs of his clients.
To discuss your financial plans for the future, call Richard Jones of JG Financial Planning/Cynllunio Ariannol today for a
No obligation initial consultation
07810 570 832
Recommended by The Best of Cardigan and Teifi Valley
Wealth Perspective magazine pdf here
Welsh web page here
Services
When looking for financial advice, you want to talk to a knowledgeable, friendly financial consultant who will review your goals, aspirations, needs and objectives in order to find the right solution for you.
The financial advisors at JG Financial Planning/Cynllunio Ariannol offer a very personal service and can provide advice on:
• Personal Protection;
• Business Protection;
• Retirement Planning;
• Savings & Investment;
• Inheritance Tax Planning;
• General Insurance;
• Mortgages.
To arrange an appointment at your home or place of work in Cardigan and Teifi Valley, call Richard Jones of JG Financial Planning/Cynllunio Ariannol now!
07810 570 832
Savings and Investments
JG Financial Planning/Cynllunio Ariannol provide personal savings and investment advice, delivered by experienced, qualified, professional financial advisors.
If you are looking to save for your child's future or you want to ensure that you have sufficient funds when you retire, JG Financial Planning/Cynllunio Ariannol can help you identify the right savings and investment plans for you and your family.
Insurance
Whatever your protection needs, call JG Financial Planning/Cynllunio Ariannol today - they can advise on:
• Home, Buildings and Content Insurance
• Buy to Let and Landlords Insurance
• Accident, Sickness and Unemployment Cover
• Public liabilities, Employer Liabilities and Office Insurance
• Personal Protection
• Business Protection
Call Richard Jones Cert PFS Cert CII (MP) Dip IP today for advice on the amount of cover needed or for a review of your existing insurance policies.
07810570832
Why Choose JG Financial Planning/Cynllunio Ariannol?
There are so many reasons to choose JG Financial Planning/Cynllunio Ariannol as your preferred financial planning advisors including:
• Advice can be provided in Welsh or English - no jargon!
• They really get to know their clients and recognise that not everybody's needs are the same;
• Financial advice is tailored to meet your individual requirements;
• The financial advisors offer the highest quality of service to individuals and businesses alike.
Satisfy all of your financial planning requirements to the highest possible standard, by calling JG Financial Planning/Cynllunio Ariannol.
Please mention thebestofcardiganandteifivalley when you contact JG Financial Planning/Cynllunio Ariannol .
JG Financial Planning is a trading name of Millfield Wealth Limited. Millfield Wealth is an appointed representative of Paradigm Financial Advisers Limited, which is authorised and regulated by the Financial Services Authority
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
The value of investments and any income from them can fall as well as rise and you may not get back the amount invested.
Relevant Life Policies
- 3rd January 2013
- Author: Diana V
- 0 Comments
Are you a company director?...
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Wealth Perspective Magazine
- 27th November 2012
- Author: Diana V
- 0 Comments
Take a look at the first magazine from Richard with some great information on inheritance and many other financial and investment matters....
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Ever considered what would happen if your Business partner suddenly became seriously ill?
- 2nd October 2012
- Author: Diana V
- 0 Comments
Many business owners do not consider what would happen should a partner or shareholder die or be diagnosed with a critical illness....
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latest reviews
J G Financial Planning seems good to do business with. R.G gave good advice, is trust worthy, dependable and on top of his job. Look forward to a successful financial reward.
Highly recommended. Friendly helpful service, willing to spend time to explain in detail, no hard sell. Good customer service.
I would recommend JG Financial Planning due to their punctuality, pleasant and helpful service. Mr Richard Jones explained and simplified everything in detail so that we understood.
Good time keeping, good financial advice. Always at the end of the phone to help. Good communication skills, always polite and well mannered.
Richard has good timekeeping and is very pleasant. Always answers the phone and my mind is at ease as he explainsthings in easy to understand language. Good knowledge.
A well researched and competent service always given in a professional but friendly manner.
I would recommend Richard because i was "Very satisfied. Punctual and good explanations."
Richard is always prompt. He attends to any query with alacrity and always returns calls. He is on top of the information concerning investments etc and explains things clearly.
Easy to get hold of and always answers the phone. Excellent knowledge and nice to have a Welsh speaker. Nice to have somebody local and trustworthy.
Very good service, Confidential, Easy to get hold of. Punctual and Welsh speaking. Keeps in regular contact.
I have known Richard for several years and he has always been and is a very helpful and pleasant young man. The service he gives is second to none.
I phoned Richard for some advice regarding options at retirement and investment. He is well know to me, bilingual, good knowledge and excellent service.
Welsh speaking is a big advantage. Always available to speak to. Punctual. Very knowledgeable and local to the area.Takes time to expalin in easy to understand language.
Very happy with Richard's service. Reviews regularly, honest opinions, very good investment advice. I will recommend Richard.
Richard has dealt with my savings, investments and inheritance planning for many years. He gives up to date information in easy to understand language. Richard will pop round whenever I require and will ring me back quickly if I leave a message. He is
I was referred to Richard by a friend even though I have known him for many years. He dealt with my savings and investments professionally and has a good level of knowledge but explained in easy to understand language. He is always at the end of the pho
Excellent service, always pleasant to welcome to the house. Welsh speaking is an advantage.
Thank you for your recent visits and for your valued assistance in reviewing and updating our investments. It was a pleasure to have our options clearly explained to us in plain English by someone whos knowledge of the investment markets has left us full
Explained things in simple terms. Very punctual and very well presented. Easy to contact at any time of day. Very happy.
We first met Richard about 3 years ago to look for some savings and investment advice. He was very good at advising us on all the options we could take. Very importantly for us he was always on time, reliable and he is bilingual. Happy to do business w