To be one of the leading boutique financial planning and wealth management companies which is valued by all its clients and to ensure that their long term financial goals are achieved as a result of our specialist expertise and great service.
“Every client is an individual and we pride ourselves on offering a bespoke service which is meaningful to you. No two people are the same and we always acknowledge this throughout our process, which is tailored to you. Our aim is to ensure we are your trusted partner and that you feel you are in safe hands with Jones Cooper.“
Our Core Values
The core values which run through all aspects of our business are:
We pride ourselves on providing our many loyal and satisfied clients
with valuable advice that truly makes a difference.
The Stables | Whinchat Hall | Skipwith Road | Escrick | York | YO19 6EJ
Jones Cooper Wealth Management Limited is authorised and regulated by the Financial Conduct Authority.
Jones Cooper Wealth Management Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 741929.
Registered in England and Wales under company number 02847294 with registered address as above.
Guidance and advice is subject to the UK regulatory regime and is, therefore, restricted to consumers based in the UK.
If you wish to register a complaint, please email or telephone: email@example.com or 01904 728965. A summary of our internal complaints handling procedures for the reasonable handling of complaints is available upon request and, if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.
The Financial Conduct Authority does not regulate taxation and trust advice. Not all Inheritance Tax Planning Solutions are regulated by the Financial Conduct Authority. The information contained on this website does not constitute advice or recommendation.
Please be aware that the value of investments can fall as well as rise and it is possible that investors may not get back the amount they invested.
For more information on how we handle your data, please read our Privacy Notice. This notice sets out how we will process your personal data in line with General Data Protection Regulations.