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Sean Jones Wealth Management Limited

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Clifton House, Unit 2 The Clifton Centre, Spring Lane South, Malvern, Worcestershire, WR14 1BJ
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http://www.2plan.com
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FCA Number: 912456
Website Image of Sean Jones Wealth Management Limited

Sean Jones Wealth Management Limited is a trusted FCA-regulated company (No. 912456) based in Worcestershire, specifically in Malvern. Their expertise encompasses various financial planning areas, with focus on life investments, pensions retirement advice, final salary pension transfers, and financial planning. They are renowned for their tailored and transparent services, ensuring each client achieves their financial goals. Situated in the heart of the Clifton House, they cater to clients in Malvern and the surrounding counties. Their friendly approach combined with their extensive industry knowledge has made them a preferred choice among local families seeking financial guidance.

Their team includes one financial adviser. Check FCA registration here.

Sean Jones Wealth Management Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Sean Jones Wealth Management Limited from the Motorway

  1. From the M5:
  2. At Junction 7, take the A44 exit towards Worcester South / Evesham.
  3. At the roundabout, proceed to take the first exit onto Whittington Road.
  4. Make a slight left turn towards Crookbarrow Way / A4440.
  5. Merge onto Crookbarrow Way / A4440.
  6. At the subsequent roundabout, opt for the second exit onto Broomhall Way / A4440.
  7. At Ketch Roundabout, choose the second exit onto Temeside Way / A4440.
  8. Take a slight, left-hand turn towards Malvern Road / A449.
  9. Merge onto Malvern Road / A449 and continue to follow A449.
  10. At the following roundabout, select the first exit onto Townsend Way / B4208.
  11. At the next roundabout, again take the first exit and stay on Townsend Way / B4208. Proceed through one roundabout.
  12. At the coming roundabout, opt for the third exit.
  13. Continue onto Sandy's Road.
  14. At the final roundabout, select the third exit onto Spring Lane South.
  15. Turn left. Your destination will be situated on the left-hand side.

List of advisers under Sean Jones Wealth Management Limited:

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.

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