Jones Regan Financial Planning

Jones Regan Financial Planning Financial Planning with people at the heart. Clarity. Care. Confidence for your future.

Sunny birthday wishes to our lovely Laura! Hope you have a wonderful time celebrating! You couldn’t have picked a better...
24/05/2026

Sunny birthday wishes to our lovely Laura! Hope you have a wonderful time celebrating! You couldn’t have picked a better weekend for it ☀️😎🥂

Financial planning doesn’t need to feel complicated.For us, it’s about building long-term relationships, creating clarit...
19/05/2026

Financial planning doesn’t need to feel complicated.

For us, it’s about building long-term relationships, creating clarity, and helping people feel more confident about their future.

Here’s a simple look at what working with us actually involves:
- Understanding your goals
- Building a plan around your life
- Supporting decisions along the way
- Adapting as life changes
- Helping you plan for the future and the people around you

Because good financial planning should feel personal, understandable and supportive.

18/05/2026

To celebrate World Baking Day on Sunday 17 May, the back office team got stuck into our 3rd Great Practice Bake Off and what a spread it was. So many incredible treats!

After a secret vote, we had a new Star Baker crowned… Amy took the title and knocked our two-time champion Ted off the top spot.

Massive well done to everyone who got involved and thank you for keeping our bellies (and spirits) full.

Already looking forward to the next one ⭐️🧑🏻‍🍳🧁🍪🍩

Great financial planning is shaped long before recommendations are presented.Advisers working together, sharing ideas an...
14/05/2026

Great financial planning is shaped long before recommendations are presented.

Advisers working together, sharing ideas and challenging each other’s thinking are an important part of how we achieve the best outcomes for our clients.

By combining experience and perspectives, we make sure every plan is carefully considered, clear and aligned with what matters most to you.

Big birthday wishes to our wonderful star baker Ted! We hope you have a fantastic day celebrating and share any birthday...
09/05/2026

Big birthday wishes to our wonderful star baker Ted!

We hope you have a fantastic day celebrating and share any birthday cake with us in the office on Monday 😝🥳

You may know what we do but not necessarily how we think.At the heart of our work is something very simple - people firs...
07/05/2026

You may know what we do but not necessarily how we think.

At the heart of our work is something very simple - people first.

Financial planning is often seen as technical, but for us it always starts with understanding:

- What matters to you
- Who you’re planning for
- What you want life to look like

Because before the numbers, there’s always a person.

Happy birthday to Chet! Perfect bank holiday weekend to enjoy birthday celebrations 🥳
01/05/2026

Happy birthday to Chet!

Perfect bank holiday weekend to enjoy birthday celebrations 🥳

The new tax year brings a range of changes that could impact your financial planning.From frozen income tax thresholds t...
15/04/2026

The new tax year brings a range of changes that could impact your financial planning.

From frozen income tax thresholds to increased dividend rates and updates to reliefs, it’s important to stay aware of what’s changed and how it may affect you.

While some allowances remain unchanged, others have been reduced or removed altogether, and new rules are now in effect in areas such as digital tax reporting and business disposals.

Understanding these updates is key to making informed decisions and ensuring your plans remain aligned with the current tax landscape.

Big birthday wishes to our Founding Director, Mr Jones himself.Have a wonderful day Peter 🥳
15/04/2026

Big birthday wishes to our Founding Director, Mr Jones himself.

Have a wonderful day Peter 🥳

Address

Suite A Futura One, Futura Business Park, Aspinall Way
Bolton
BL66PG

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441616761980

Website

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