At Courtney Jones Financial Services Ltd, a Partner Practice of St. James's Place, we help individuals, families, and business owners plan for their financial future with clarity and confidence.

We offer high-quality, personalised advice on financial protection, investment, retirement, and estate planning. Our business is rooted in the values of family, trust, and long-term relationships. Those values were instilled in me from an early age by my grandfather, Courtney William Jones, a carpenter, Royal Engineer and D-Day veteran. After returning home, he continued to serve his community through a small “loan club” he founded in the 1970s, helping local families save for important moments like Christmas and holidays. His commitment to practical support and community spirit still inspires how we work with clients today.

I started this business to bring that same sense of care and reliability into financial planning to be a trusted guide through life’s financial decisions. Whether you're taking your first steps toward building wealth or planning how best to pass it on, we’re here to support your goals across generations. As your needs and the wider world change, we provide regular reviews and forward-thinking strategies that keep your financial plans aligned with what matters most to you. Let us help you build a legacy that lasts.