Peter Jones & Associates

A Family-Run Financial Planning Team in Northampton

Peter Jones & Associates has been providing trusted financial guidance to individuals and businesses in Northampton since 1980. Our team of experienced financial advisers are dedicated to helping you achieve your financial goals and secure your future.

What We Do

We offer a comprehensive range of financial planning services, covering:

Investments

• Building and managing investment portfolios for growth or income.
• Guidance on stocks, bonds, and other investments.

Retirement Planning

• Developing comprehensive plans for a comfortable and secure retirement.
• Maximizing your pension contributions.
• Planning for post-retirement income.

Long-Term Care

• Strategies for funding the potential costs of long-term care in old age.
• Reviewing long-term care insurance options.

Protection

• Comprehensive reviews of your insurance coverage needs.
• Guidance on life insurance, critical illness insurance, and other protection plans.

Mortgages

• Expert advice on securing the best possible mortgage solution.
• Assistance with applications and navigating the mortgage process.

Our Approach

We take a personalized and holistic approach to financial planning, considering your unique needs and goals. We:

• Conduct initial consultations to gather information about your current financial situation and future aspirations.
• We identify your financial goals and objectives.
• We develop a tailored plan that aligns with your individual needs and circumstances.
• We provide ongoing review and portfolio management services to ensure your financial plan remains relevant and effective.

Meet the Team

Peter Jones & Associates is a family-run team of experienced professionals dedicated to helping you achieve financial success. Our team members bring a wealth of knowledge and expertise to the table, ensuring you receive personalized and comprehensive guidance.