Alex Jones

Alex Jones

Ascot Lloyd

Minimum savings/pensions: Over £100,000

0330 038 8938
Based in Swansea
View location
Top Rated 2026
Verified since: November, 2025
4.9 out of 5

48 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 27 July 2026

    Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status

  • 48

    Recent Client Reviews

    Verified reviews: 98%

    Alex has received 48 client reviews in the past 12 months; 98% of these have been verified

  • Independent Financial Adviser

    Last checked: 09 January 2026

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Alex has not yet added their qualifications to their profile

  • Transparent Fees

    Alex has provided information on their typical fees

    Alex has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

About

Hello, I'm Alex Jones, an independent financial adviser and wealth manager at Ascot Lloyd, based in South Wales. I work with individuals, families and business owners to help them make smart financial decisions designed to achieve their goals and ambitions. I specialise in pensions, investments and inheritance tax planning to provide financial security for my clients and their families. I enjoy empowering people to take control of their financial future by untangling complex financial challenges. Outside of work, I enjoy an active lifestyle. As an ex-professional cricketer for Glamorgan, I am still involved in my local cricket club and I also enjoy a round of golf when possible. If you would like a conversation to see how I can help you achieve your financial goals, I would love to hear from you.