Life and finances would be so much easier if they were straightforward, but if we have learnt anything from the last few years, it’s that we need to expect and embrace the unexpected.
Sky Wealth Management and Robert Jones (a fellow SCC member) bring you 30 years of experience, to understand that life’s twists and turns impact everyone’s personal & business situation, so getting to know you is the first part and key to how we work.
By understanding your hopes, your dreams and your aspirations, we can work with you to create the best strategies and a bespoke financial plan for you, minimising risk, reducing costs and ensuring you remain on track for better investment returns & goals.
Combining our own extensive knowledge and expertise with that of our network of professionals including legal and tax experts, we can recommend the most appropriate solution for your current and future needs.
It really doesn’t have to be big numbers either, we all start somewhere, whatever your stage of life, we can take a snapshot of where you are, and where you want to be but also understand that little bit in the middle to help achieve your goals. That might be as simple as moving house, consolidating pensions, business finance, inheritance tax planning and family protection.
There’s a myriad of investment, pension, mortgage and insurance options out there.
I make it my job to identify your personal priorities and present you with the options that not only make financial planning sense for you right now but can also help prevent potential financial problems going forward. My promise to you is to be there when you need us, whilst giving you total peace of mind regarding your future financial security 24/7, anytime, anywhere via your own unique client portal to see & monitor your financial & life goals.
Book your financial health check via Robert Jones.
Call: 07798 577686
Email: info@skywm.co.uk
Sky Wealth Management is authorised and regulated by the Financial Conduct Authority, FRN 978184
Registered in England & Wales as a Private Limited Company 11649598
My wife and I first met Robert Jones in August 2013 and were immediately impressed by his ability to listen carefully to our description of our financial and family affairs and to take a real interest in our financial concerns and the need for improved financial planning. In the past five or so years, we have been in regular contact with Rob to discuss any changes to our investments and to seek his help in responding to a sudden, unexpected financial need. Both in terms of regular contacts for updating our portfolios and in terms of reacting to our needs for advice and action, Rob has been a huge support to us in understanding the implications of our investment strategy and has been proactive in suggesting any needed changes…. - Mr & Mrs P
