Rob Jones @ Purslow Jones Ltd
Pencoed
(4)
Pencoed
(4)
We set up Purslow Jones Ltd to provide affordable financial advice to anyone who needs it - check out our website at https://www.purslowjones.com/
The client is at the heart of every decision we make, it's why clients trust us to advise on their most important financial decisions.
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4 customer reviews
Adam
Financial Advisors
Very good experience Rob was always available for any questions and very helpful thank you
MICHAEL COOKE
Financial Advisors
ONLY MADE CONTACT HE IS COMOING TO SEE ME TO SORT OUT WHAT HE CAN DO FOR ME.
Jody Barnes
Mortgage Advice
Rob is incredible and really does everything he can to help you!! Nothing is too much to ask and he is so quick at getting back to me! Would highly recommend him! 😊
D Clarke
Financial Advisors
I cannot speak highly enough of Rob. We had been messed around by numerous IFA's whilst looking for a mortgage as first time buyers using Help to Buy.
We had spoken to numerous IFA's (some of which even charge a fee-up front.. something which Purslow Jones don't do!).
Rob has been everything you need in a financial advisor. He's got us a great deal despite certain constraints and in terms of his contactability he's picked up any emails within the space of an hour and is always available on the end of the phone.
He has absolutely been a calming influence, whilst making the sure the job got done and we would happily recommend his services. We're sure we will use him again in the future.
Thank you again Rob.
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What do you love most about your job?
I'm passionate about helping people out with some of the biggest decisions in their life - getting a mortgage to buy a home, how to make their investments work best, planning for retirement and ensuring they have the right insurance policies in place to give them peace of mind. I don't care how much money someone has, what size house they're looking to buy, I'm here to help anyone who needs it.
What inspired you to start your own business?
We've been thinking of starting our own business for some time to allow us to provide the sort of service we would expect to receive from financial advisers.
Why should our clients choose you?
We're independent financial advisers who provide a whole of market service across all aspects of advice we give. We're honest and upfront about what we charge, and for those seeking a mortgage we do not charge a fee to our clients - we get our income via a procuration fee paid by the lender. We offer a client-focused service that puts you front and centre of our business.
Can you provide your services online or remotely? If so, please add details.
Yes, we can provide services face-to-face and online/remotely - via Zoom, Microsoft Teams, or a good old phone call, and we're happy to provide those services outside the normal 9-5 working week. If having a Zoom at 8pm on a Wednesday evening suits you, then it suits us.
What changes have you made to keep your customers safe from Covid-19?
We are offering online/remote services to ensure our customers stay safe during the current pandemic.
Financial Advice
We offer Financial Advice covering investments and pensions, mortgage and protection policies, and estate planning.
Mortgage Advice
We offer a range of mortgage advice from first time buyers, home movers, remortgages, buy-to-let and more, all at no charge to clients.
Protection Advice
We offer a range of protection advice, such as life insurance, critical illness cover, income protection and more.
Investment Advice
We use some of the best technology in the business to offer advice on what to do with your money - we look at your attitude to risk and marry that up to an investment strategy that suits your objectives and your circumstances, and if anything changes we'll make sure your investment strategy changes to follow suit.
Pension Advice
Whether it's consolidating pensions into one, starting up on saving into a pension, or deciding how and when to draw on your pension, we can offer advice on where to invest and how to ensure your pension will last well into retirement. We look at your attitude to risk and your objectives and circumstances to create a retirement strategy to help you reach your retirement goals.
Estate Planning
If you're concerned about Inheritance Tax, or need to draw up a will or Power of Attorney, we are able to provide you with advice.
