CHRIS JONES Chris has over 24 years experience in Financial Services. He has worked for Prudential for 18 years undertaking a variety of roles including Customer Service Manager, Sales Manager and Training & Competency Manager. He became an IFA in August 2001. Chris has spent all of his life living in the Neath area and is well known in the community.

DANNI WATTS-JONES Danni has over 18 years experience in the Financial Services sector. She has worked for Barclays Bank for 3 years, 10 years with Prudential as a Financial Consultant and then a Management Consultant and Teachers’ Pension Specialist. Danni became an IFA in 2001. Danni has grown up in the Swansea area and is well known in the community of Ynystawe where she now resides.

JOHN BOWEN John came into the Financial Services sector over 14 years ago working for Prudential during which time, he was a Teachers’ Pension Specialist and Financial Consultant. He became an IFA in 2001. John was born in Port Talbot and still resides within the Borough. He is a well respected member of the local community and has been involved with a number of charitable organisations over the years.

All Partners have the Financial Planning Certificate (FPC) and the Mortgage Advice Qualification (MAQ). They pride themselves on a full after sales service.