At JonSimon Financial Advice we believe that all clients need to have a solid financial plan that will help you define and achieve your short, medium and long term goals.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

We help clients who have recently received or soon will be in receipt of a sum of money. Maybe you are soon to retire? Maybe you have received an unexpected inheritance or windfall? Whatever your circumstances, we help guide our clients through the vast array of different  investment options. We provide  impartial advice after taking into account your specific, personal and financial objectives, for example, how long you want to invest for, your attitude to investment risk, your individual investment needs and of course the different tax efficient solutions available.

Maybe you already have money invested and need help understanding or have questions about existing investments? Maybe you have an investment that is due to mature and need guidance on your options, we help clients in a variety of ways and would be more than happy to work with you in what can be a very complex area. 

We offer advice on the following:


Investment Funds

Investment Bonds

Mutual Funds


Guaranteed/Structured Products


JonSimon Financial Advice Ltd is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority.

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