Richard Jones

Smart Independent Financial Advice Ltd

CH48 0RH

FCA Number: 967978

8.9 out of 10
3 verified reviews on
Verified Advisers
I am a father to my four amazing children: Chloe, Jack, George, and Amelia. I deeply value my family time, whether we’re heading off for day trips to North Wales or enjoying relaxed family barbeques in the garden. As well as being a father, I am an Independent Financial Adviser and director of Smart Independent Financial Advice Ltd. With over 20 years experience, I take great pride in helping clients achieve their financial goals and always aim to go above and beyond to ensure the advice I provide is tailored, thoughtful, and aligned with each individual's objectives. I’m proud to hold Chartered Financial Planner status, awarded by the Chartered Insurance Institute. This distinction is only granted to professionals who demonstrate a high level of technical knowledge and ethical practice, and who have completed additional advanced qualifications.

I advise on

Retirement Planning
Equity Release
Inheritance tax planning
Savings and Investments
Wills, Trusts and Estate Plannnig

Accreditations

Chartered Financial Planner

This content is provided by Google Maps, which may set cookies on your device.

About our cookies

Consumer Duty scores

Products and Services

9.2 / 10

Based on 6 responses

Price and Value

8.7 / 10

Based on 6 responses

Consumer Understanding

8.7 / 10

Based on 6 responses

Consumer Support

9.2 / 10

Based on 6 responses

Last updated 30 October 2026

What clients say

Richard is very personable. He is always available and answered any questions I had so I could understand them.

July 2026

Richard Jones
Speak with Richard Jones

To discuss your enquiry with Richard Jones, we recommend messaging them by clicking the button below.