Welcome to
Lucy Jones Financial Services
We are independent Financial Advisers based in Shropshire, West Midlands. We specialise in providing trusted and impartial financial advise to clients located in Shropshire and across the UK. We offer a variety of financial services including Mortgages, Protection, Savings & Investments, Equity Release, Pensions and more.
We are here to work on your behalf and will analyse all available options from across the Intermediary Market to find the solution(s) that are best suited for your personal circumstances. It is our ethos to make financial services approachable and appealing to everyone. We look to take away the financial jargon, saving you time and energy so you can focus on what is important to you.
Our financial services
Savings & Investments
Advice on building your savings and managing your wealth and financial investments.
Equity Release
Equity Release can be a suitable solution to provide financial freedom.
Pensions
From consolidating existing pensions to starting from scratch, we’re here to help you plan for your retirement.
Protection
Protect against unforeseen circumstances with the right insurance. Helping you look after what matters most.
On-going Support
We can provide you with on-going support, helping you throughout your financial journey.
Speak with our advisors today!
Independent Advice
As independent financial advisers, we work in your best interests and provide impartial financial planning and investment advice that truly benefits you.
Accurate Information
We are experts in our field and provide accurate and appropriate financial information, supporting you throughout your financial journey.
Personal Support
Our experts are on hand to provide you with the personal support you need throughout your financial journey.
Client testimonials
Disclaimer
In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us:
In writing: Write to The Compliance Director, Lucy Jones Financial Services, Morfe House, Belle Vue Road, Shrewsbury, Shropshire, SY3 7LU
By Telephone: +44 (0) 1743 282222*, By Email: lucy.jones@pifinancial.co.uk For your further protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (‘FOS’) at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567*.
Lucy Jones Financial Services is authorised and regulated by the Financial Conduct Authority. pi financial ltd is registered in England.
Registered address – Morfe House, Belle Vue Road, Shrewsbury, SY3 7LU, Company number 3556277, FCA 186419.
Helping you to make ‘right’ financial decisions
We can support you in your financial journey, should that be if your starting out or starting over. Book your free 30 minute call with our financial advisors today.