Martin Jones Wealth Management

About

Hello my name is Martin Jones, I am a Financial Commentator. I used to be a FSA Regulated IFA but now I now help clients make the most of they & their families' money & assets by monitoring their investments / keep track of their assets (property, plant, vehicles, planes & boats etc) and advising what to say, to ask or tell their Financial Advisor, Wealth Manager, Bank Manager, Estate Agent, Mortgage Advisor, Accountant & the HMRC or by being the virtual company secretary for their various Limited Companies. At the time of writing this I help look after over £152m worth of clients assets (60% property & business assets / 40% equity & cash assets). My client base is very diverse from little old ladies to minor Arab royalty here in the UK. One of the first things I often do for clients is make sure they have a valid Will and suitable LPA's are in place, as a result I often also get involved with Probate Issues concerning clients family members who have passed away (often unfortunately without a valid Will). I am normally paid a retainer or charge for one of pieces of work.

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