Axis Financial Planning Ltd is a family run business formed in 1999 by the Founder Director, Alan Jones, who has over 30 years’ experience in the finance sector. His son, Matthew, joined in 2015 and has since become a Director. They work closely together on a daily basis providing their private and corporate clients with advice tailored to their specific short and long-term financial objectives.
At Axis, we know that planning for a secure future is one of the most important steps you will ever take. As a Senior Partner Practice of St. James’s Place Wealth Management, Axis provide you with a personal wealth management service designed to meet your short and long-term needs. We can help you reach your financial goals by offering you the appropriate advice and guidance now, and by ensuring that any plans put in place remain effective in the future no matter how your circumstances change.
The essence of what we do is to help make it easier and simpler for you to manage your wealth, and achieve this through the provision of personal, face-to-face wealth management advice that is designed to suit your individual long-term requirements.
Within St. James’s Place Wealth Management there is some exceptional expertise in specific and often highly technical areas. Axis are able to access this expertise and will consult with the technical . If necessary, we can introduce specialist colleagues into the planning process, ensuring that you will receive the highest standards of service and expertise.
We will agree a service strategy with you in order to monitor your plan closely, and agree changes as and when appropriate, as we appreciate that personal circumstances, opportunities and legislation can all develop over time. Our Service Charter helps ensure that your plans and objectives remain on track, and you can read this by clicking ‘Our Service Charter’ on the left.