Victoria Jones (APFS)

What attracted you to a career in wealth management?

I am a Chartered Financial Planner with a passion for helping my clients achieve not only their short and long-term goals but financial well-being, and whatever this means to them. I have over 15 years of experience in providing tailored and comprehensive financial planning solutions to clients on various aspects of personal and business finance. As a Chartered Financial Planner, I specialise in all aspects of financial planning, as well as this, I am a pension transfer specialist, which means that I can provide advice on defined benefit transfers. My passion is to empower my clients to overcome the financial challenges and opportunities that come with life’s milestones and transitions, and for this to feel seamless for them rather than stressful, as it does for so many people. I like to think that what I do for my clients, is to free up their time to worry about what really matters to them, and more importantly spend time enjoying themselves, rather than worrying about their finances. I am also passionate about educating my clients and often their families on financial literacy, positive money habits, and effective financial solutions.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people

How do you approach your role on a daily basis?

As a Chartered Financial Planner, I work with my clients to understand their financial goals, challenges, and opportunities. I help them create and implement realistic and actionable plans that suit their needs and preferences, and most importantly that they are most comfortable with. I also offer ongoing support and advice to ensure that stay on track and overcome any obstacles along the way.

I believe that financial well-being is not only about numbers, but also good financial planning, education, mindset, emotions, and behaviour. Part of my job is to not only provide solutions for my clients, but to also help them gain clarity, confidence, and motivation for their financial journey. I enjoy translating the complexities of finance into simple and practical solutions for my clients, especially during life’s pivotal moments.

What are your interests outside of work?

Outside of work, I enjoy spending quality time with my two daughters, who are my biggest source of happiness and inspiration. When I have any free time, I also love socialising with friends and family, reading books on various topics, and travelling to new places.