Yes, I am a fully independent financial adviser. This means I am not restricted to any particular providers or institutions, enabling me to offer impartial, whole of market advice that’s personalised to suit your goals and circumstances.

Jon Price Financial Planning Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107

Simply contact me to arrange an initial conversation. I'll discuss your objectives, answer your questions, and explain the next steps with no obligation to proceed.

I begin by understanding your current financial position, goals, income, expenditure, assets, and future aspirations. I then prepare personalised recommendations and review your plan regularly.

Yes. Your personal and financial information is treated confidentially and handled in accordance with UK data protection laws.

My values are the foundation of the work I do and every recommendation i make.

Trust – Building long term relationships based on honesty

Transparency – Clear and open communication

Client Centric – Putting your interests first.

Accountability – Following through on my commitments

Useful documents include:

• Pension statements
• Investment statements
• Mortgage details
• Insurance policies
• Savings information
• Income details
• Existing financial plans, if applicable.

The cost of my financial planning services varies depending on the complexity of your financial situation and the services you require. For a detailed breakdown of my fees, please visit the 'Services and Fees' page on the website.

Financial planning is the process of helping you organise your finances to achieve your personal and financial goals. This may include retirement planning, investments, pensions, tax planning, protection, and estate planning.

In the UK, financial advisers are regulated by the Financial Conduct Authority (FCA), either directly or through an authorised network such as ValidPath.

Being part of the ValidPath Network brings a range of benefits. It provides access to a highly experienced technical team that supports advisers across the country.

We also benefit from ongoing training, compliance oversight, regulatory updates, and cutting edge technology and services that enhance the quality and efficiency of our advice. This support helps ensure we consistently deliver high quality, compliant, and client focused financial planning.