Business Details
46 Years
experience
Your Trusted Financial Partner in Northampton
Peter Jones & Associates is a family-run financial advisory firm established in 1980, dedicated to providing personalized financial solutions tailored to individual client needs. Our team combines decades of industry experience with a commitment to understanding each client's unique circumstances, offering comprehensive advice on investments, pensions, mortgages, and protection. We prioritise long-term relationships, regularly reviewing and adapting financial plans to align with evolving personal goals and market conditions. Our expertise in retirement planning, inheritance tax strategies, and long-term care solutions ensures clients receive holistic guidance.As an FCA-authorised firm, we adhere to rigorous regulatory standards, maintaining transparency and trust in all client interactions. Our nationwide service extends beyond Northampton, supporting both individual and corporate clients with market-tested strategies. We differentiate ourselves through a client-centric approach that balances technical expertise with accessible communication, ensuring clients feel empowered in their financial decisions.
Services
Investments
Retirement Planning
Long Term Care
Protection
Mortgages
General Insurance
Details
- Year established: 1980
Highlights and features
- Family-run team with 40+ years of local financial advisory experience
- FCA-authorised firm maintaining rigorous compliance standards
- Personalised financial planning reviewed annually
- Nationwide service covering individual and corporate clients
- Specialist expertise in inheritance tax and long-term care strategies
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Investments
We create tailored investment portfolios designed for capital growth or income generation. Our strategies consider risk tolerance, financial goals, and market conditions to deliver balanced solutions. Clients benefit from ongoing portfolio reviews and adjustments as market dynamics evolve.
Retirement Planning
Our retirement planning service helps clients build sustainable income streams for post-work life. We assess current pension provisions, recommend tax-efficient savings strategies, and develop phased retirement plans. Regular reviews ensure alignment with changing legislation and personal circumstances.
Long Term Care
We help clients plan for residential or nursing care costs through dedicated funding strategies. Our advice considers existing assets, potential state support, and insurance solutions to create sustainable care plans while protecting family wealth.
Protection
Our protection services provide financial security against life's uncertainties. We assess individual needs to recommend appropriate life insurance, critical illness cover, and income protection policies tailored to family circumstances and financial commitments.
Mortgages
We offer comprehensive mortgage advice covering purchase, remortgaging, and buy-to-let solutions. Our market research identifies competitive rates and suitable products, considering clients' financial situations and long-term property goals.
People
Peter Jones
Founder
Established the firm in 1980 with extensive financial services experience. Oversees strategic direction while maintaining client relationships through regular reviews and compliance oversight.
Robin Jones
Research & Compliance
Manages research and compliance functions with 20+ years in financial planning. Ensures regulatory adherence while supporting client portfolio management and market analysis.
Emma Jones
Adviser
Certified financial adviser with 20+ years' experience. Specialises in holistic financial planning, delivering tailored solutions across investments, pensions, and protection products.
Marcus Longrigg
Adviser
Experienced adviser with decade-long expertise in financial planning. Provides comprehensive advice on mortgage strategies, retirement planning, and wealth protection solutions.
Lindsey Wheatley
Administrator
Key administrative support managing client documentation and file management. Ensures efficient processing of client requests and maintains accurate records across all advisory services.
Questions
What financial services do you specialise in?
We specialise in investments, pensions, mortgages, protection, retirement planning, and long-term care solutions for individuals and businesses.
How do you tailor financial advice to individual needs?
We conduct detailed consultations to understand your circumstances, goals, and risk profile before creating customised financial plans.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under number 133851.
Do you offer ongoing financial plan reviews?
We provide regular reviews to ensure your financial plan adapts to changing personal circumstances and market conditions.
What areas do you serve?
While based in Northampton, we provide financial advisory services nationwide to both individual and corporate clients.
