Multiple locations
Hello my name is Martin Jones, I am a Financial Commentator. I used to be a FSA Regulated IFA but now I now help clients make the most of they & their families' money & assets by monitoring their investments / keep track of their assets (property, plant, vehicles, planes & boats etc) and advising what to say, to ask or tell their Financial Advisor, Wealth Manager, Bank Manager, Estate Agent, Mortgage Advisor, Accountant & the HMRC or by being the virtual company secretary for their various Limited Companies.
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1 customer review
Mrs Monica Gellatly
Wills and Estate Planning
We used Mr Jones to help us organise & prepare our Wills, Lasting Power of Attorney etc. We have been the recipients of his highly professional service , patience & courtesy.
We would use his services again & certainly recommend him to others seeking legal/financial advice
MM&JC G.
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Reply from Martin Jones Wealth Management
Thank you.
What do you love most about your job?
Meeting & helping people.
How much is your normal "retainer fee"?
My "retainer fee" for most clients is £1 / day.
How much do you charge to prepare a Will?
Provided your affairs are relatively straight forward I charge £80 / Will. For this I also prepare any "Lasting Power of Attorney" Deeds that
you may need.
Do I have to visit your office?
I am happy to meet you were ever you please.
What inspired you to start your own business?
My late Father inspired me to own my own business.
Why should our clients choose you?
Because I am not really selling you anything other than my time, my experience & my other clients experiences
Can you provide your services online or remotely? If so, please add details.
Yes - via phone, email, whatsapp, MS Teams, Zoom, FB Messenger - or any combination - whatever works best for you
What changes have you made to keep your customers safe from Covid-19?
Happy to take instructions, virtually, in a garden/from a car through an open house window. We both wear masks or just one of us. Have been fully vacinated (3 times) & happy to show vacination card.
Will Writing
Investment Monitoring
Asset Allocation
Contract Drafting
Document Collection Delivery Witnessing & Distruction
Retirement Planning
Probate