Matthew Jones Cfp Apfs

Matthew Jones Cfp Apfs Email and Phone Number

Chartered Financial Planner at Rouse Ltd @ Rouse Limited
new york, new york, united states
Matthew Jones Cfp Apfs's Location
Newport, England, United Kingdom, United Kingdom
Matthew Jones Cfp Apfs's Contact Details

Matthew Jones Cfp Apfs work email

Matthew Jones Cfp Apfs personal email

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About Matthew Jones Cfp Apfs

As an Chartered Financial Planner at Rouse Limited, I work with our clients, from all over the UK and all types of financial backgrounds. With open and honest discussions and powered by a real drive to know my clients, I put in place clear and personal financial plans, towards achieving financial goals through all life stages.In my spare time, I like to run marathons and spend time with my family exploring the beautiful beaches, forests and countryside surrounding our home on the Isle of Wight.

Matthew Jones Cfp Apfs's Current Company Details
Rouse Limited

Rouse Limited

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Chartered Financial Planner at Rouse Ltd
new york, new york, united states
Website:
rouseltd.co.uk
Employees:
7
Matthew Jones Cfp Apfs Work Experience Details
  • Rouse Limited
    Chartered Financial Planner
    Rouse Limited May 2014 - Present
    Isle Of Wight
    Our FocusAt Rouse Limited, we focus on providing a high quality and personal service to our clients and an enjoyable, and collaborative environment to support our staff.Our ClientsWith open and honest discussions and powered by a real drive to know our clients, we put in place clear and personal financial plans, towards achieving financial goals through all life stages.Our StaffWe are proud of our commitment to continuous learning, with each member of the team being qualified to above the industry minimum requirement, and also to our open and collaborative approach to our work.If you would like more information about us or you want to discuss your own personal financial plan, please call us on: 01983 535740 or email us at: advice@rouseltd.co.uk.https://rouseltd.co.uk
    View
  • Rouse Ltd
    Paraplanner
    Rouse Ltd Dec 2010 - May 2014
    Isle Of Wight
    Rouse Ltd is a highly regarded professional financial planning firm based on the Isle of Wight. I work alongside the team of advisers at Rouse Limited, helping clients to achieve their financial goals, through extensive technical research and the sharing of ideas within the team. Often present in client meetings, I am a familiar point of contact, helping to make financial journeys as smooth as possible.
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  • Heritage Financial Services (Iw) Limited
    Paraplanner
    Heritage Financial Services (Iw) Limited Nov 2006 - Nov 2010
    I took on all aspects of working in a small IFA practice. As I became more qualified and experienced I started assisting with product research, fund analysis and writing basic suitability reports. I progress to a junior financial planner at Heritage Financial Services so was provided supported face to face advice to new and existing clients.
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  • Montpelier Group
    Marketing Executive
    Montpelier Group Jun 2006 - Sep 2006
    Kuala Lumpur, Malaysia
    My primary role was in lead generation for the team of advisors. I also helped organise seminars and worked on the company website particularly in search engine optimisation

Matthew Jones Cfp Apfs Skills

Investments Strategic Financial Planning Financial Planning Financial Analysis Wealth Management Services Portfolio Management Asset Allocation Risk Management Estate Planning Insurance Retirement Investment Advisory Investment Strategies Wealth Management Pensions Retirement Planning Inheritance Tax Planning Financial Advisory Analysis Personal Finance Asset Management Equities Trusts High Net Worth Individuals Fund Analysis Financial Reporting Report Writing Research Financial Modeling Annuities Financial Advice Reporting And Analysis Retirement Income Strategies

Matthew Jones Cfp Apfs Education Details

Frequently Asked Questions about Matthew Jones Cfp Apfs

What company does Matthew Jones Cfp Apfs work for?

Matthew Jones Cfp Apfs works for Rouse Limited

What is Matthew Jones Cfp Apfs's role at the current company?

Matthew Jones Cfp Apfs's current role is Chartered Financial Planner at Rouse Ltd.

What is Matthew Jones Cfp Apfs's email address?

Matthew Jones Cfp Apfs's email address is ma****@****d.co.uk

What schools did Matthew Jones Cfp Apfs attend?

Matthew Jones Cfp Apfs attended The Chartered Insurance Institute, Ifp, The University Of Kent.

What are some of Matthew Jones Cfp Apfs's interests?

Matthew Jones Cfp Apfs has interest in Education.

What skills is Matthew Jones Cfp Apfs known for?

Matthew Jones Cfp Apfs has skills like Investments, Strategic Financial Planning, Financial Planning, Financial Analysis, Wealth Management Services, Portfolio Management, Asset Allocation, Risk Management, Estate Planning, Insurance, Retirement, Investment Advisory.

Who are Matthew Jones Cfp Apfs's colleagues?

Matthew Jones Cfp Apfs's colleagues are Harry Collier, Joshua Asher, Louise Hunt, Ben Silk, Georgia Whittle, Liam Webb, Andrew White Cfpcm Dippfs.

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