We’re Fiduciary Financial Planners
We believe that you should be able to trust us to have your best interests at heart. Adhering to the fiduciary standard means that we have a duty of loyalty and care to every client; we must put your best interests first. As Fiduciary Financial Planners, we disclose our fees, conduct thorough research and avoid conflicts of interest.
You won’t find any slick suits, flash cars or financial mumbo jumbo here. We are down-to-earth, normal people, trying to do a great job for our clients. Our clients are always welcome in to our office for a coffee and a chat.
We know it’s not all about the money
We have a saying here at Jones Hill: “Life’s not a rehearsal”. We believe you should enjoy it to the full. As Fiduciary Financial Planners, we use our skills and experience to help people live free from financial anxiety and get the most from life as they possibly can.
We charge fixed fees
We only charge flat fixed fees based on how straightforward or complex your situation is. It’s not about how much money you have, but how much value we can create for you. This means you don’t have to be a millionaire to become a Jones Hill client. After all, you aren’t rich until you have something that money can’t buy.
We work towards your Financial Freedom
We believe that everyone deserves to lead a rich and fulfilling life, without the worry of running short of money. Our aim is to help you achieve Financial Freedom: total control of your finances and freedom to enjoy your money on your terms.
We care about long-term relationships
Our firm started in Trowbridge in 1992, but we moved a few miles down the road to Bradford on Avon in 2014 and we plan to be here for a long time to come! We genuinely care about every client we work with and aim to see their goals come into fruition.