Welcome to JG Financial Planning/Cynllunio Ariannol

The Financial Advisors at JG Financial Planning/Cynllunio Ariannol provide comprehensive financial advice and solutions to individuals and businesses throughout Pembrokeshire.

JG Financial Planning/Cynllunio Ariannol
Financial Advisors
In Pembrokeshire

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.



Call Richard Jones  today to make an appointment for a

No obligation initial consultation;

they can meet you at your home or office in Pembrokeshire.


07810 570 832


Recommended by The Best of Pembrokeshire

 


 

Services


JG Financial Planning/Cynllunio Ariannol is proud of the personal service they provide - always reviewing the goals, aspirations, needs and objectives of their clients in order to protect their financial goals.


They can provide advice on:


Personal/Family Protection;
• Business Protection;
• Retirement Planning;
• Savings & Investment;
• Inheritance Tax Planning;
• General Insurance;
• Mortgages.

 


 

Insurance


Make sure that you are adequately protected against the unexpected, by talking to the financial consultants at JG Financial Planning/Cynllunio Ariannol; they help home and business owners in relation to:


Home, Buildings and Content Insurance
• Buy to Let, Landlords and office Insurance
• Accident, Sickness and Unemployment Cover
• Personal/Family Protection
• Business Protection
• Public Liabilities, Employers Insurance and Fleet Insurance to name a few

 


 

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.


07810 570 832

 



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!


• No Obligation Initial Consultations (At JG Financial Planning's expense);


• Locally based and they will come to you.


• 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, families and businesses alike.

 

 


 


Satisfy all of your financial planning requirements to the highest possible standard, by calling

 

JG Financial Planning/Cynllunio Ariannol
.
Please mention thebestofpembrokeshire 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.

Contact Details

19 Y Rhos
CARDIGAN
Ceredigion


SA43 1NJ

Mob: 07810 570 832
Email: send email
Web: visit website


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