Axis Financial Planning Ltd is a family run business formed in 1999 by the Founder Director, Alan Jones, who has over 30 years’ experience in the finance sector. His son, Matthew, joined in 2015 and has since become a Director. They work closely together on a daily basis providing their private and corporate clients with advice tailored to their specific short and long-term financial objectives.
Our Commitment to You
Planning for a secure future – be it for yourself, your family or your business, is one of the most important steps you will ever take. Changes in your circumstances or the effects of inflation will require you to regularly review and act upon your financial situation.
As a Senior Partner Practice of St. James’s Place Wealth Management, Axis are committed to providing you with a personal wealth management service designed to meet your short and long-term needs.
We can help you reach your financial goals by offering you the appropriate advice and guidance now, and by ensuring that any plans put in place remain effective in the future no matter how your circumstances change.
This website outlines our wealth management services and expertise which we hope you will find informative. Additionally, it outlines our Service Charter which will help ensure that your plans and objectives remain on track. We very much look forward to building a professional and valuable relationship with you that will bring you financial security and prosperity.