Gary Jones

If it’s time for financial advice, I can help you

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

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

Approver Quilter Financial Services Limited. April 2026.

Before becoming a financial adviser, I worked with well-known financial services brands including Sainsbury’s Bank and Compare the Market. Those roles helped me understand the importance of clear communication, practical support and making financial decisions easier for clients to understand.

Outside of work, I have been married for over 20 years and enjoy travel, music and classic cars. One of my own long-term goals is to continue exploring the Greek islands in retirement, so I understand how important it is to have a plan that supports the life you want to lead.

Friends and family often describe me as organised and proactive, usually the person bringing people together and planning the next trip or event. I bring that same structured and personal approach to helping clients plan for their future.