Ivor Jones
BSc, AFPS, Cert CII (MP)
Ivor is Founder and Advising Principal of Wichert Associates and is responsible for meeting with clients and delivering holistic wealth management advice.
About
He has worked in financial services since he left university over 30 years ago and is a “Chartered Financial Planner” which is the highest qualification that exists in this field. Traditional values such as service, value for money and integrity form the cornerstone on which he has built Wichert Associates.
His aim is to give his clients (individuals, businesses and charities) access to top quality advice across the whole financial services spectrum with particular emphasis on investment excellence, estate planning, retirement planning and bespoke tax solutions. For these reasons, Ivor chose to accept an invitation to join St. James's Place as this helps him give clients access to a level of expertise and research he believes is unparalleled in the financial services industry.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
