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@autonomywealth.com
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Chris Jones is listed as Director, Chartered Financial Planner at Autonomy Wealth Limited at Autonomy Wealth Limited, a with 7 employees, based in West Midlands, England, United Kingdom. AeroLeads shows a work email signal at autonomywealth.com and a matched LinkedIn profile for Chris Jones.
Chris Jones previously worked as Director, Chartered Financial Planner at Autonomy Wealth Limited and IFA, Chartered Financial Planner at Torquil Clark. Chris Jones holds Bachelor’S Degree, English Language And Literature, Ba(Hons) 1St Class from University Of Liverpool.
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Operating within the West Midlands and across the country, Autonomy Wealth Limited is a financial planning practice. Our primary goal is to provide creative independent financial advice to assist and empower clients to achieve financial security for both themselves and their families. We are committed to independent advice constructing financial solutions using products from the whole market. Financial advice is provided by our highly qualified and experienced consultants and is regulated by the Financial Conduct Authority. Who we work with best• We are highly experienced in working with senior executives, professionals, business owners and retirees• Those who wish to work with a professional advice firm towards their long-term objectives• Invested assets of £200,000 or more; or with complex circumstances
Listed skills include Inheritance Tax Planning, Retirement Income Strategies, Retirement Planning, Wealth Management Services, and 1 others.
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West Midlands
I believe that the most important qualities in an adviser are to be a good listener, to be available to clients and have an opinion. You should take it as a given that we know what we are doing in terms of technical knowledge; so our focus is on practical solutions that make sure your money works for you and your family, maintaining your chosen lifestyle or meeting future goals
Wolverhampton, United Kingdom
• Helped to develop a centralised investment proposition and played central role within internal investment committee, which oversaw more than £170m of client assets by the end of 2014• Won Birmingham Regional CII prize for the ‘Most Meritorious Completion of the Advanced Financial Planning Certificate’ in 2008• From October 2008 worked within the Employee Benefits Division providing advice to high net worth clients in areas such as SIPP Drawdown, Inheritance Tax Planning• Gained… Show more • Helped to develop a centralised investment proposition and played central role within internal investment committee, which oversaw more than £170m of client assets by the end of 2014• Won Birmingham Regional CII prize for the ‘Most Meritorious Completion of the Advanced Financial Planning Certificate’ in 2008• From October 2008 worked within the Employee Benefits Division providing advice to high net worth clients in areas such as SIPP Drawdown, Inheritance Tax Planning• Gained Chartered Financial Planner status in July 2008• Achieved competent adviser status at the start of 2004 and from the beginning concentrated on building long term client relationships Show less
Wolverhampton, United Kingdom
• Attained further qualifications in retirement and investment planning• Provided report writing and research support to the advisory team as I prepared to move into a client-facing role
Wolverhampton, United Kingdom
• Worked in a range of customer service and advisor support roles within the business• Completed the Financial Planning Certificate, the entry level qualification for financial advice
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Chris Jones works for Autonomy Wealth Limited.
Chris Jones is listed as Director, Chartered Financial Planner at Autonomy Wealth Limited at Autonomy Wealth Limited.
AeroLeads has found 1 work email signal at @autonomywealth.com for Chris Jones at Autonomy Wealth Limited.
Chris Jones is based in West Midlands, England, United Kingdom while working with Autonomy Wealth Limited.
Chris Jones has worked for Autonomy Wealth Limited, Torquil Clark, and Richard Burbidge.
Chris Jones's colleagues at Autonomy Wealth Limited include Sarah Carpenter and James Richards.
You can use AeroLeads to view verified contact signals for Chris Jones at Autonomy Wealth Limited, including work email, phone, and LinkedIn data when available.
Chris Jones holds Bachelor’S Degree, English Language And Literature, Ba(Hons) 1St Class from University Of Liverpool.
Chris Jones is listed with skills including Inheritance Tax Planning, Retirement Income Strategies, Retirement Planning, Wealth Management Services, and Trustee Investment Advice.
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