About Purslow Jones Independent Financial Advisers

Purslow Jones is an Independent Financial Advisers on a mission to change the way that financial advice is provided, offering affordable financial advice to anyone who needs it.
Purslow Jones is an Independent Financial Advisers on a mission to change the way that financial advice is provided, offering affordable financial advice to anyone who needs it.We take a modern approach to executing the right financial solutions at the right time in your growth journey. We’re not tied to specific banks, insurance companies or investment platforms – we’re truly independent. This means we’ll always find the most suitable and viable products and services for your specific request; putting you at the core of what we do.Founders, Steve and Rob, have a portfolio that spans across Wales; based in Bridgend, South Wales, they were both raised in North Wales where they regularly travel to visit clients and family. Experts in:Retirement planningInvestment adviceMortgage and protectionTax and estate planningWe believe in full transparency, act with integrity and are driven by understanding. The customer is at the core of what we do and we tailor our services to your circumstances and objectives.This means that if we can’t help you, or we aren’t right for you, we will always tell you.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Commercial mortgages
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group critical illness
  • Group private medical insurance
  • Group protection

  • Mortgages:
  • Mortgage protection
  • Buy my next home
  • First time buyers
  • Buy to let
  • Remortgage
  • Self employed

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