We can provide you with the reliable and trusted information you need to effectively build your savings and make appropriate market investments. 

It is important to realise that all investments involve an element of risk. Even cash deposits held in your bank or building society accounts are at risk of being eroded by inflation.

Here at Lucy Jones Financial Services, we will work with you to establish not only your risk profile (how comfortable you are with taking risk) but also your capacity for loss (ability to absorb investment risk).

Together with your knowledge and experience and financial objectives we will help you to manage the balance between risk and potential reward through the choice of different investment holdings.

Find out how a Lifetime ISA can help increase your deposit and boost you on your way to owning your own home. 

Make sure your investments are in line with the risk you want to take.

Our ongoing servicing proposition ensures you always have someone to call on.

Book your free 30 minute call with our financial advisors today by completing  our form below. Our advisors will shortly be in touch to arrange a meeting time convenient to you.