We are committed to building and sustaining long-term relationships based on trust, superior service and the quality of initial and ongoing advice.
Our philosophy is simple: to help you achieve financial peace of mind for you and your family across generations.
We will provide a highly personalised service, with the aim of ‘earning the right’ to be considered as your trusted financial adviser for many years to come. We will help you make informed financial decisions helping you to achieve your goals through personal, face-to-face financial advice.
Our Specialist Areas:
Joshua Jones Financial Management is an Associate Partner Practice of St. James’s Place Wealth Management plc. A FTSE 100 company which was originally established under the name of the J. Rothschild Assurance Group back in 1992.