Your Trusted Financial Advisors
ABOUT US
MEET THE TEAM
Independent Financial Advice YOU can trust.
Dean Picton DipFA
Jess Pickford PA
Protect your future NOW
Picton Jones Independent Financial Services is a reputable establishment located in Rombourne Business Centre, Moy Road Ind Estate, Taff's Well, Cardiff. As a top-notch finance institution, we are dedicated to delivering unmatched financial services to individuals, as well as businesses. Our team of financial experts are knowledgeable and equipped with updated financial information that helps to provide our clients with the best possible advice and solutions.
We understand that managing your finances can be a daunting task, especially when you have little to no experience in finance. At Picton Jones Independent Financial Services, we aim to make it easier and less complex for you. We offer a range of financial services that cater to various needs such as Investment advice, Retirement planning, Mortgage advice, Personal financial planning, Tax planning, and much more. Our experienced team of financial experts work diligently to ensure that all our clients get tailored solutions that are suited to their specific needs.
We pride ourselves on being a reliable, providing our clients with multi-faced solutions that help to build a stable financial future. Our institution is focused on transparency, and we do our best to ensure that we maintain an excellent reputation of integrity and honesty. As a trusted financial institution, we believe that it is our duty to provide our clients with the best possible financial advice, solutions, and strategies based on their goals and financial status.
CLIENT TESTIMONIALS
Would like to thank Picton-Jones Independent Financial Services for sponsoring me in the upcoming British, Welsh, European and World Championships for Latin Formation with Dance Crazy Studio
If you are looking for financial advice that offers a thoroughly professional, highly individual service that puts you in a more advantageous financial position, both now and in the future: contact Dean Picton at Picton-Jones Independent Financial Services.
Chelsey Cowan
21 August 2023
Picton-Jones Independent Financial Services ·
A massive thank you to Dean for all the help and advice given in not only buying a house but selling one aswell... We were financially illerterate!!!... Dean went above and beyond in Helping us.. Even teaching teaching me how to use my mobile phone correctly... Jokes aside.. We could not have done this without him... THANX
Helen Davies
The team at PJ Financial provided me with invaluable tax planning strategies. Their expertise saved me money and simplified my financial matters.
David Pope
Worried About Your Finances?
Looking To The Future?
Need Advice?
We Are Here For YOU
FAMILY PROTECTION
If your partner were to die tomorrow, how would you cope financially?
If you had Mortgage Protection cover only, and a partner dies, can you afford to bring up the children until they are young adults without a Family Protection Plan.
If you were unable to work due to illness or injury, how long could you sustain your current lifestyle on your savings?
RETIREMENT PLANNING
Lots of people spend time arranging holidays throughout their life for their family but some forget the biggest holiday of their lifetime…RETIREMENT!
The lack of planning in relation to Fund Performance, Charges and Reviews play an essential package in getting to your goal.
Get in Early and be prepared to fund what you can afford, and you can possibly retire earlier than anticipated.
The cost of delay in paying a pension will lose you thousands of pounds at retirement.
INVESTMENT PLANNING
What are your Short/Long term Financial Goals?
Do you utilise your tax-free zones for accumulating Financial Wealth?
Have you considered the impact of inflation on your investments?
What is your strategy for balancing risk and return in your investments?
MORTGAGES
As an independent advisor, we have access to the whole of market companies which provides you, the client with piece of mind of knowing you will always have the best rate available for your circumstances.
Are you close to the end of your fixed rate and need assistance from an independent financial advisor?
With the effect of Inflation and other Market Forces, you need to plan at least 3 months before your Fixed Rate Expires otherwise you could have a nasty shock.
Have you checked your Credit Score as this could affect the mortgage application.
High street lenders often have a rigid criteria and may automatically decline applications with defaults, especially if they are recent or of a significant amount. Independent advisors deal with Specialist Lenders who will look at the application sympathetically.
Get in Touch
Office 5, Rombourne Business Centre, Moy Rd Industrial Estate, Taff's Well, Cardiff CF15 7QR, UK
Mobile: 07976 357291
Office:02920 395056
