Jones & Co Independent Financial Advice

01/06/2026

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This week we’re introducing Misha, part of the Advisor team at Jones & Co.

Misha began her career in financial services at Aviva, working within life and pensions before discovering her passion for financial advice and helping people plan for their future.

Driven and ambitious, Misha self-funded her Diploma in Regulated Financial Planning and has since embraced Jones & Co’s people-first approach to financial planning.

Misha can assist with areas including:
• Retirement planning
• Pension reviews
• Inheritance tax planning
• Investment planning
• Protection planning
• Long-term financial planning

She is known for her approachable nature, enthusiasm and commitment to helping clients work towards their long-term financial goals in a clear and understandable way.

Outside of work, Misha enjoys staying active at the gym, hiking in the Peak District and travelling whenever she gets the chance ⛰️✈️

If you’d like to have a conversation with Misha about your own financial plans, you can book a free discovery meeting here: https://calendly.com/misha-ifajonesandco/

28/05/2026

For many people, financial planning starts with a question.

For these clients, it became a long-standing relationship built on trust, guidance and planning for the future.

In our video, they share their experience of working with Jones & Co over the years - from the importance of having a plan in place to the value of ongoing support and advice.

Hearing the impact financial planning can have on people’s lives is one of the most rewarding parts of what we do 💚

📞 Call us on 01246 550 521
📅 Or book a free discovery meeting: https://calendly.com/advice-team-jnc

🎥 Watch the full video here: https://www.youtube.com/watch?v=lK4Yt8I1yTc

Hear directly from one of our clients about their experience workin...

25/05/2026

Summer often brings changes in routine, spending and priorities - which makes it a great time for a financial check-in ☀️

A few simple things worth reviewing:

• Monthly spending habits
• Savings goals
• Pension contributions
• Emergency funds
• Long-term investments

Financial planning isn’t always about making huge changes. Often, small adjustments and regular reviews can make the biggest difference over time.

If you'd like support reviewing your own plans, our team is always happy to help with our free discovery meetings: https://calendly.com/advice-team-jnc

20/05/2026

Our latest May-June Smart Money Magazine is now available!

This month’s edition explores some of the biggest financial topics people are currently thinking about, including:

• How inflation and interest rates continue to impact financial planning
• Why long-term planning matters during uncertain markets
• Retirement planning considerations for later life
• Tax-efficient opportunities and financial check-ins for the year ahead
• The importance of staying focused on long-term goals rather than short-term headlines

Whether you’re planning for retirement, reviewing investments or simply looking to stay informed, there’s plenty of useful insight inside this edition.

📥 Read the latest Smart Money magazine here:https://ifajonesandco.uk/wp-content/uploads/2026/05/sm128.pdf

17/05/2026

Starting conversations around finances can feel daunting - especially if it’s your first time speaking to a financial adviser.

That’s why creating a welcoming, approachable and supportive environment is so important to us.

We’re incredibly grateful for reviews like this and proud of the relationships we build with our clients over time 💚

If you’ve been putting off seeking financial advice because you’re unsure where to start, you’re certainly not alone, and often, the first conversation is much easier than expected.

If you’d like to have a complimentary, no-obligation conversation with our team, you can get in touch: https://calendly.com/advice-team-jnc

14/05/2026

Many people work hard for their money - but don’t always stop to check whether their money is working efficiently for them.

A few things worth reviewing:

• Are you making full use of tax-efficient options like ISAs?
• Is your cash losing value to inflation over time?
• Are your investments aligned with your goals and timeframe?
• Do you have a clear long-term plan?

A quick review can often highlight small changes that make a big difference over time.

If you'd like help reviewing your finances, our team would be happy to have a conversation. Book a free discovery meeting here: https://calendly.com/advice-team-jnc

11/05/2026

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This week we’re spotlighting Suzanne Jeakins, Lifestyle Financial Planner at Jones & Co.

With over 25 years’ experience in the financial services industry and as a member of the Chartered Insurance Institute (CII), Suzanne takes a holistic approach to financial planning, helping clients build plans around the life they want to live - both now and in the future.

Suzanne can assist with areas including:
• Inheritance tax planning
• Retirement planning
• Pension reviews
• Investment planning
• Protection planning
• Long-term financial planning
• Building sustainable retirement income

She is known for her approachable nature, ability to put clients at ease, and the trusted relationships she builds over time.

We’re also proud that Suzanne has again been recognised as a VouchedFor Top Rated Adviser for 2026 ⭐

If you’d like to have a conversation with Suzanne about your own financial plans, you can book a free discovery meeting here: https://calendly.com/suzanne-112

01/05/2026

How financially “healthy” are you, really?

It’s not always easy to know where you stand — or what you should be focusing on next.

That’s why we’ve created a free Financial Health Score assessment.

In just a few minutes, you’ll get:
✔ A personalised financial score
✔ Insight into what’s working well
✔ Areas you may want to improve
✔ A downloadable report tailored to you

It’s a simple way to get clarity and start making more confident financial decisions.

This is not a credit score.

👉 Take your free assessment here:

Take our 5 minute assessment & receive a free personalised PDF with your results.

29/04/2026

It’s easy to think that leaving money in cash is the “safe” option.

But over time, inflation can reduce what that money is actually worth.

This means doing nothing can carry its own risks.

A balanced financial approach often considers:

• Keeping cash for short-term needs
• Investing for long-term growth
• Diversifying to help manage risk

It’s not about taking unnecessary risks - it’s about making informed decisions that support your future. If you’d like help understanding how this could apply to your own situation, our team is here to help.

📞 Call us on 01246 550 521
📅 Or book a free discovery meeting: https://calendly.com/advice-team-jnc

𝘛𝘩𝘦 𝘷𝘢𝘭𝘶𝘦 𝘰𝘧 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴 & 𝘱𝘦𝘯𝘴𝘪𝘰𝘯𝘴 𝘤𝘢𝘯 𝘨𝘰 𝘥𝘰𝘸𝘯 𝘢𝘴 𝘸𝘦𝘭𝘭 𝘢𝘴 𝘶𝘱, 𝘢𝘯𝘥 𝘺𝘰𝘶 𝘮𝘢𝘺 𝘨𝘦𝘵 𝘣𝘢𝘤𝘬 𝘭𝘦𝘴𝘴 𝘵𝘩𝘢𝘯 𝘺𝘰𝘶 𝘪𝘯𝘷𝘦𝘴𝘵. 𝘛𝘢𝘬𝘪𝘯𝘨 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦 𝘤𝘢𝘯 𝘩𝘦𝘭𝘱 𝘺𝘰𝘶 𝘶𝘯𝘥𝘦𝘳𝘴𝘵𝘢𝘯𝘥 𝘵𝘩𝘦 𝘳𝘪𝘴𝘬𝘴 𝘢𝘯𝘥 𝘮𝘢𝘬𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘦𝘥 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯𝘴.

26/04/2026

Pensions are one of the most tax-efficient ways to save for the future - but they’re often underused or overlooked.

Understanding how your pension works can help you:

• Take advantage of tax relief
• Maximise contributions where appropriate
• Align your investments with your retirement goals
• Avoid exceeding annual allowance limits

Small adjustments today can make a meaningful difference later.

📞 Call us on 01246 550 521
📅 Or book a free discovery meeting: https://calendly.com/advice-team-jnc

𝘛𝘢𝘹 𝘳𝘶𝘭𝘦𝘴 𝘢𝘳𝘦 𝘤𝘰𝘮𝘱𝘭𝘦𝘹 𝘢𝘯𝘥 𝘤𝘢𝘯 𝘤𝘩𝘢𝘯𝘨𝘦. 𝘛𝘩𝘦 𝘵𝘢𝘹 𝘵𝘳𝘦𝘢𝘵𝘮𝘦𝘯𝘵 𝘰𝘧 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴 𝘥𝘦𝘱𝘦𝘯𝘥𝘴 𝘰𝘯 𝘪𝘯𝘥𝘪𝘷𝘪𝘥𝘶𝘢𝘭 𝘤𝘪𝘳𝘤𝘶𝘮𝘴𝘵𝘢𝘯𝘤𝘦𝘴. 𝘗𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦 𝘤𝘢𝘯 𝘩𝘦𝘭𝘱 𝘦𝘯𝘴𝘶𝘳𝘦 𝘵𝘢𝘹 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯𝘴 𝘢𝘳𝘦 𝘢𝘱𝘱𝘳𝘰𝘱𝘳𝘪𝘢𝘵𝘦 𝘢𝘯𝘥 𝘵𝘢𝘹-𝘦𝘧𝘧𝘪𝘤𝘪𝘦𝘯𝘵.