Need advice with Mortgages?Protection? Investments? Equity Release?Pensions?

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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

Mortgages

Supporting you along your house purchase or re-mortgage journey, tailored advice.

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Savings & Investments

Advice on building your savings and managing your wealth and financial investments. 

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Equity Release

Equity Release can be a suitable solution to provide financial freedom.

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Pensions

From consolidating existing pensions to starting from scratch, we’re here to help you plan for your retirement.

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Protection

Protect against unforeseen circumstances with the right insurance. Helping you look after what matters most.

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On-going Support

We can provide you with on-going support, helping you throughout your financial journey.

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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

Lucy was great every step of the way. She explained everything to me clearly so I understood what we were signing into. She has such vast knowledge and we would have been lost without her.

I am thrilled with the advice and service that I got From Lucy! Her ability to explain things clearly to me was second to none and her research and knowledge went above and beyond.

Lucy was efficient, professional, approachable and dealt with our request for support in an exemplary manner.

Lucy got in touch with me straight away, listened carefully to what I needed and acted swiftly to secure the best deal for me, sorting out my re-mortgage with no stress.

Lucy was extremely helpful and attentive and found the best fixed interest rate for renewing my mortgage, this also lead to saving me money on my monthly repayments. Lucy also advised me on numerous life insurance policies that would benefit my needs and gave me many options and advice.

We knew the mortgage company we wanted and Lucy dealt with all the fine details with ease. Made the process quicker and easier for us. She also advised us on life insurance, what we wanted from it and gave us all the options available to us.

Lucy was extremely helpful throughout the whole process. She made me feel at complete ease from start to finish and was very approachable to ask any questions. Lucy found the best options and talked us through each one making it clear and understandable.

Lucy helped me to secure a mortgage when I was in a very difficult situation where I thought it was impossible to get one to say I would never have got one without her is a massive understatement. Her attention to detail was amazing and she always responsive night or day.

The found appropriate lifetime ISAs that fit my plans to use the money perfectly and chose investments that suited my preferences in terms of risks.

Yes Lucy found us a very competitive deal and her professionalism was excellent. Quick and smooth service. I would recommend Lucy to others.

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.

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