Dawn Jones Independent Financial Advisor

I have over 32 years experience within the financial services industry, and 20 years as a Financial Adviser. I have specialised in inheritance tax/estate planning as well as individual and company protection and pension planning. I also give advice on investment and retirement strategies and portfolio construction. My underlying ethos is listen, understand, advise, with my primary concern being my clients understanding and satisfaction with the service provided.

I excel in being able to firstly listen to what my clients are saying about their present and future needs and aspirations, then finding the best available product to help make their aspirations a reality. My clients always receive the best quality of advice and ongoing service for all of their financial needs.

Investments

• Ethical investments

• Investing for income

• Investment trusts

• ISAs

• OEICs

• Offshore investments

• Socially responsible investments

• Unit trusts

Protection

• Critical illness

• Healthcare

• Income protection insurance

• Life insurance

• Long term care

Business

• Corporate pension

• Employee benefits

• Group critical illness

• Group income protection

• Group ISA

• Group life insurance

• Group pensions

• Group private medical insurance

• Group protection

Pensions

• Annuity purchase

• Auto enrolment

• Pension consolidation

• Pension drawdown

• Pensions & divorce

• Pensions & retirement planning

• Pensions review

• Pensions transfer

• Sipps

• Stakeholder

Savings

• Lump sum

• National savings

• Regular savings

• Savings for children

• School fees planning

Tax & trust planning

• Capital gains tax

• Estate planning

• Income tax

• Taxation planning

Financial planning

• Wealth management

For further information please visit my website using the button to the left of this page, or view my profile on unbiased.co.uk