Protect, Preserve & Prosper was established in 2010 to provide open, transparent, unbiased, independent financial advice within the North Shropshire, Cheshire and North Wales areas.
Advice from experienced, qualified advisers who combine traditional values of honesty, integrity and sincerity with modern technology ensures in a highly personalised service.
The high standard’s the company sets in adding tangible benefit and value to our clients resulted in Director and lead adviser Karan Jones' ’Statement of Professional Standing' being issued in December 2011 - a year before they became an industry requirement.
We aim to become your trusted financial adviser and are passionate about financial empowerment for every generation.
Our long standing clients chose our company name when we made the decision to become a limited company in 2010 - the consensus was that the name said exactly what we do for them - Protect, Preserve & Prosper!
As a small company we provide a very personalised service, but behind the scenes we have the technology, professional Paraplanners and a very well respected Chartered Financial Adviser as our Locum, all of which ensures you recieve the quality of advice and level of service we'd expect to recieve ourselves.
Company Director and Lead Adviser Karan Jones - Profile
Karan Jones Dip PFS - regulated adviser since 1989 - that’s almost 30 years and I still love my work!
During that time I have experienced with clients both the day to day challenges that life throws at us and also some major world and life changing personal and financial events.
Call me old fashioned but 2 sayings come to mind - 'you can't put a wise head on young shoulders and 'there’s nothing like experience'.
My own life experiences and those I have experienced alongside my clients during the last 30 years, combined with specialist qualifications and a desire to help people understand their financial decisions, ensures that you are in safe hands when seeking financial advice. Maybe I would say that but check out what my clients say.
I am a member of The Personal Finance Society. I complete ongoing professional development to ensure I remain up to date with the continous product and legislation changes within my profession.
I also ensure my communication skills and styles are relevant and pride myself on my ability to adapt to different client needs. Whilst I have a high level of personal integrity, I also routinely test my knowledge of Ethics and have a stated conflicts of interest policy.
I hold the Personal Finance Society Diploma in Financial Services with specialisms in Trusts and Taxation, a specialist Long Term Care qualification and the Pensions Management Institute Auto Enrolment Certificate.
What makes me extra happy
Cake, sunshine and solving problems!