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Free Initial Financial Review Face to Face or Virtual Advice available via video call. We pride ourselves on being a small, professional yet friendly local business offering open and honest advice to our clients. Our staff have a combined experience of over 40 years within financial services, so we are confident that we have the expertise to help.
We set up Purslow Jones Ltd to provide affordable financial advice to anyone who needs it. 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. We pride ourselves on offering the highest quality advice at a price which is affordable to you. We believe in full transparency when it comes to costs and treating customers fairly - there will never be any hidden costs.
Free Initial Financial Review Face to Face or Virtual Advice available via video call. We pride ourselves on being a small, professional yet friendly local business offering open and honest advice to our clients. Our staff have a combined experience of over 40 years within financial services, so we are confident that we have the expertise to help.
I love meeting new people and building long term relationships with my clients. I provide open and honest financial reviews and a reliable ongoing service. This helps me to ensure that my clients are always getting the best from their finances. Eventually I feel like my clients are part of the family.
The desire to provide open and honest advice at a fair price to my clients. Now that I run my own business I can decide on what costs my clients pay for our services and I pride myself on making sure they get great value for money.
I believe in providing honest and impartial advice to my clients at all times. We have the expertise and experience to help guide you through all forms of financial planning. Whether it's your first mortgage, your looking to get better returns on savings and investments than you currently get from your bank or you are planning for retirement and want to learn about all of your pension options. We can help you make the right choices so that you can have peace of mind knowing your finances are all taken care of.
Yes - We have the ability to connect with our customers via video call on Teams and we also have a dedicated online portal that allows us to send and receive documents securely and look after our clients best interests directly from our office or at home.
We have adjusted our office so that you can visit us and maintain a safe distance at all times. Our dedicated client meeting room is regularly cleaned and well ventilated, allowing clients to visit the office should they wish. We have also invested in technology that allows us to provide a full non-face to face / remote service should you feel more comfortable staying at home. This is extremely useful for our clients that may be shielding as they can continue to benefit from our expertise and service without having to risk making contact face to face.
