Bolton, United Kingdom
Jones Regan Wealth Management Ltd is a UK-based financial services startup founded in 2014. The company offers a range of services aimed at securing the financial future of individuals and businesses, including investment planning, retirement planning, and protection planning. With a focus on building long-term relationships, the company tailors its financial advice to the unique needs of its clients, with a commitment to providing high-quality personal advice.
As an Appointed Representative of St. James's Place Wealth Management plc, Jones Regan Wealth Management specializes in advising on the group’s wealth management products and services. The company prides itself on taking the time to understand its clients' needs before making recommendations, resulting in a client base largely built on personal recommendations.
The company’s mission is to offer financial peace of mind through trusted, long-term relationships. Its services cater to individuals and corporate clients, with a focus on helping them improve or enhance their financial situation. Notably, they assist businesses with complex corporate financial planning, including pensions, protection for directors, key employees or shareholders, tax planning, and exit planning.
Despite the company’s notable services and commitment to personalized financial advice, information on its recent investments and investors is not available at the moment.
