Peter Jones and Associates
PJ
Financial Advisors
Peter Jones and Associates
Burlington House, Northampton NN1 4EU
# Peter Jones & Associates
Peter Jones & Associates is a family-run financial advisory firm based in Northampton with over 40 years of industry experience. Established in 1980, they provide comprehensive financial planning and advisory services to both individual and corporate clients across the UK.
The firm specialises in creating tailored financial strategies that address the complete picture of a client's financial situation. Their approach begins with an initial consultation to understand current circumstances and future objectives, followed by the development of a bespoke plan designed to achieve specific goals. What distinguishes them is their commitment to long-term relationships—they provide ongoing review services to ensure financial plans remain aligned with evolving personal circumstances, market conditions, and legislative changes.
Their expertise spans multiple financial disciplines: investment portfolio management for growth or income, retirement and pension planning, inheritance tax planning, long-term care solutions, mortgage research and arrangement, and life insurance protection. They also offer general insurance quotations through an online system.
Regulated by the Financial Conduct Authority (FCA Number 133851), Peter Jones & Associates prioritises client protection and professional standards. Their boutique size allows for personalised attention whilst their longevity demonstrates proven expertise. The team recognises that effective financial planning requires understanding the interconnected nature of investments, pensions, protection, and property decisions—delivering strategic guidance that addresses these elements cohesively rather than in isolation.
Peter Jones & Associates is a family-run financial advisory firm based in Northampton with over 40 years of industry experience. Established in 1980, they provide comprehensive financial planning and advisory services to both individual and corporate clients across the UK.
The firm specialises in creating tailored financial strategies that address the complete picture of a client's financial situation. Their approach begins with an initial consultation to understand current circumstances and future objectives, followed by the development of a bespoke plan designed to achieve specific goals. What distinguishes them is their commitment to long-term relationships—they provide ongoing review services to ensure financial plans remain aligned with evolving personal circumstances, market conditions, and legislative changes.
Their expertise spans multiple financial disciplines: investment portfolio management for growth or income, retirement and pension planning, inheritance tax planning, long-term care solutions, mortgage research and arrangement, and life insurance protection. They also offer general insurance quotations through an online system.
Regulated by the Financial Conduct Authority (FCA Number 133851), Peter Jones & Associates prioritises client protection and professional standards. Their boutique size allows for personalised attention whilst their longevity demonstrates proven expertise. The team recognises that effective financial planning requires understanding the interconnected nature of investments, pensions, protection, and property decisions—delivering strategic guidance that addresses these elements cohesively rather than in isolation.
Services offered
Investment portfolio managementRetirement and pension planningInheritance tax planningLong-term care planningMortgage research and arrangementLife insurance and protectionGeneral insurance quotationsCorporate financial advisory