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 the pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Tax treatment varies according to individual circumstances and is subject to change.

Weather you are considering starting contributions into your first pension or have existing pension schemes that you no longer pay into and have not reviewed recently, we can help guide you through the many different options available. 

Contributing into a pension has great tax advantages, we work closely with our client to advise them of such benefits, many clients are unaware of these benefits and how they work and dependent on circumstances the ability to reclaim further tax they may have been unaware they could claim.

At JonSimon we specialise in helping business owners buy premises for their business to trade from, this could involve buying the premises they currently trade from or a new more suitable site using SIPP and SASS schemes.

We help clients who need a helping hand through what can be a daunting and complex world. We can provide you with an overview of your current retirement provisions and assess your current provisions are still suitable and on course to meet your needs when you retire.

We have professionally qualified advisers who offer impartial advice based on your individual circumstances. Please contact the office for a free no obligation discussion on how we can help.


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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