Another busy month has passed, and we have some more team successes to share with you! First, congratulations to Jess who has completed her Diploma in Financial Planning Advice (DipFA), and to Bobby who has just one exam left to go. It’s safe to say these qualifications are no mean…
How can we help you?
“When can I finish work and retire?”
We'll explain exactly when you can retire, and how you can finish work on your terms; with the income you need and at a time of your choosing.
“I’m getting divorced and am worried about my finances.”
You can rely on us to be sympathetic and understanding as we show you the steps you need to take to rebuild your financial life.
“I want to get more financially organised.”
Being organised will help you make better financial decisions. After working with us you will feel more in control and ready to plan your future.
"My spouse has died, I don't understand our finances"
At a pace that's right for you, we'll help you understand your financial affairs and then look forward, putting a plan in place for years to come.
“I want to sort out my pensions.”
We'll help you understand your existing pensions, explain whether you are on track for your ideal retirement and recommend any action you need to take.
“I’m inheriting some money, but don’t know what to do”
We'll help you understand what you want from life and then build a financial plan to ensure your inheritance helps you achieve all you want.
“Can I afford to retire early?”
We'll help you understand when it will be possible to retire, then build and regularly review a plan to ensure retirement delivers everything you want.
"I want to plan the future, but live for today."
We'll help you strike the right balance; giving you and your family the life they want today, while ensuring you achieve all you want to in the future.
We believe that everyone deserves to lead a rich and fulfilling life, without the worry of running short of money.
Our experienced team help people in Bradford on Avon, Bath, Trowbridge, Chippenham, Bristol and the surrounding towns secure the freedom to enjoy their money on their own terms.Get in touch for a confidential chat
“I like the way they asked me where I saw my life going and what I wanted. They work out a plan around what you want” – Reagan
First and foremost, we’re Fiduciary Financial Planners. Unlike Independent Financial Advisers, that means we put you before your money and a plan before product.Find out more
“They’re not going to just change everything from X to Y for the sake of it…they give you the space to explore what you really want” – Chris
Because we’re independent of products and providers, we can make recommendations that have your best interests at heart.Find out more
“Straightforward, honest, above board. Very expert…they don’t just sell you a product and walk away.” – Mike
Our planners have in-depth experience working with people like you, as well as personal experience dealing with the challenges you’re facing.Find out more
“That’s the best thing about Jones Hill and their ethos: it’s more like a family.” – Sarah
From the moment that you visit our office, we want you to feel like part of the family. Our team is personable, patient and speak your language: plain English.Meet the team
See what our clients are saying about us
VouchedFor is an independent service which allows people to rate and review their financial adviser or planner.
We are delighted that so many of our clients have taken the time to explain why they are so pleased with the advice and ongoing service they have received from Brian and Jones Hill.
Meet the team
You won’t find any slick suits, flash cars or financial mumbo jumbo here. Our friendly team take the time to chat over a coffee and find out what’s most important to you.
Who we work with
We believe that by specialising in working with only certain types of people, we have the skills to solve the unique problems that each faces. Click below to find out more about the types of people we help...Read more
What we do
As Fiduciary Financial Planners, we show you what life could look like. We start with the end in mind and work backwards. Our job is to take you from where you are now to where you want to be...Read more
How we're different
As Fiduciary Financial Planners, we believe passionately in our duty to our clients. Our team are personable, patient and many of us have experienced the same challenges you’re facing...Read more