Business Details
46 Years
experience
Your Trusted Financial Advisers in Northampton Since 1980
Peter Jones & Associates is a family-run team of financial advisers based in Northampton with over four decades of experience. Since 1980, we have specialised in providing tailored financial advice across investments, pensions, mortgages, and protection. Our approach focuses on understanding individual client needs to create long-term financial strategies. We combine market expertise with a commitment to ongoing client relationships, regularly reviewing and adapting plans to align with evolving personal circumstances and regulatory changes. As an FCA-authorised firm, we prioritise transparency, compliance, and client satisfaction, ensuring our advice meets the highest professional standards. Services
Investments
Retirement Planning
Long Term Care
Protection
Mortgages
General Insurance
Details
- Year established: 1980
Highlights and features
- We have over 40 years of experience in financial advisory services.
- Our advice is tailored to individual client needs and objectives.
- We are authorised and regulated by the Financial Conduct Authority.
- We maintain long-term client relationships with regular financial plan reviews.
- We offer comprehensive services covering investments, pensions, and protection.
Associations and certifications
- Financial Conduct Authority
Services
Investments
We offer tailored investment solutions designed for growth or income, aligning with your financial goals and risk tolerance. Our expertise spans diverse asset classes, ensuring strategies adapt to market changes while maintaining focus on long-term objectives. Regular reviews ensure your portfolio remains optimised.
Retirement Planning
Our retirement planning services help secure your financial future through strategic pension arrangements and savings strategies. We assess your current position, project future needs, and implement plans to ensure a comfortable retirement, adjusting as circumstances evolve.
Long Term Care
We provide guidance on financing residential or nursing care costs in later life, integrating this into broader financial plans. Our solutions consider inheritance tax implications and asset protection, ensuring care needs are met without compromising other financial goals.
Protection
Our protection services offer peace of mind against unforeseen events through life insurance, critical illness cover, and income protection. We assess individual needs to recommend policies that safeguard your family's financial security during challenging times.
Mortgages
We research the mortgage market to find competitive solutions tailored to your property purchase or remortgaging needs. Our advice considers affordability, loan terms, and long-term financial implications, ensuring you secure the most suitable mortgage product.
People
Peter Jones
Founder
Founder of Peter Jones & Associates with over 40 years of experience in financial services. Specialises in compliance and strategic financial planning, ensuring client needs are met with expertise and integrity.
Robin Jones
Research & Compliance
Handles research and compliance with over 20 years in financial planning. Ensures regulatory adherence while supporting clients with tailored investment and pension strategies.
Emma Jones
Adviser
Adviser with over 20 years of experience, specialising in all areas of financial planning. Focuses on creating personalised solutions for clients' investment, retirement, and protection needs.
Marcus Longrigg
Adviser
Adviser with over a decade of experience, providing expert guidance on financial planning. Skilled in retirement planning, mortgages, and protection to help clients achieve their long-term goals.
Lindsey Wheatley
Administrator
Integral team member managing client files and administrative processes. Ensures efficient support for advisers and clients, maintaining accurate records and facilitating smooth service delivery.
Questions
What services does Peter Jones & Associates offer?
We provide financial advice on investments, pensions, mortgages, protection, long-term care, and general insurance, tailored to individual and corporate client needs.
How do you tailor financial advice to individual clients?
We conduct initial consultations to understand your circumstances, objectives, and risk tolerance, creating personalised plans reviewed regularly to adapt to life changes.
Are you regulated by any financial authority?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under number 133851, ensuring compliance with industry standards.
How often do you review financial plans?
We provide ongoing reviews to adjust plans according to changing personal circumstances, market conditions, or legislative updates, ensuring continued alignment with your goals.
Can you assist with retirement planning?
Yes, we specialise in retirement and pension planning, helping clients build secure financial futures through strategic savings and investment strategies.
