Jones Harris Chartered Financial Planners (JHCFP) is a joint venture between Jones Harris Chartered Accountants and True Bearing Chartered Financial Planners which provides highly qualified advice and financial planning solutions to individuals, businesses, trustees and deputies. True Bearing Chartered Financial Planners attained the 2018 Red Rose Award for ‘Financial Business of the Year’ and finalist at the 2018 Be Inspired Business Awards for ‘Professional Practice of the Year’. 

Both firms share traditional values of integrity and delivering a quality of service to their clients which is second to none. We are also passionate about ensuring our knowledge is of the highest level and keeping our clients informed of the latest developments in our respective fields which could be of benefit to them.

About us

We are a team of highly qualified, professional and friendly advisers. We are here to cut through the jargon and provide you with an outstanding personal financial planning service.

What we do

We provide first class independent financial advice to the people of the North West and beyond. Our aim quite simply is to help you achieve your aims in life.

Our people

Our team are passionate about ensuring our knowledge is of the highest level. We offer a wealth of experience which aims to keep our clients informed of the latest developments which could be of benefit to their financial health.

Our services include:

  • Investment and Wealth Management for private clients, businesses, trustees and attorneys, including tax saving schemes*.
  • Retirement planning for employees, self-employed, and in relation to company schemes.
  • Business exit planning, remuneration and profit extraction.
  • Protection for your business, key staff, shareholders or personal needs.
  • Inheritance Tax and Care Fees planning to help protect your assets in later life.
  • Relationship breakdown – to implement financial orders for pensions.

*Tax Planning is not regulated by the Financial Conduct Authority.

What our clients say:

JHCFP have assisted and guided us over the last few months with numerous matters regarding our pension and financial planning along with the acquisition of new print machinery to move our business forward.

From delving through our 40 year old records and files to find, validate and surrender old pensions and life assurances policies and helping us understand the new government legislation on trivia commutation, Michelle has provided friendly, resourceful, and incredibly experienced in dealing with all problems as they developed with everything sorted to our extreme satisfaction.

We would have no hesitation in recommending Michelle and her team to anyone and can’t praise their services highly enough.

Noel & Lesley Palmer, P.P.S. Limited

Although I have only been with my adviser for just under three years, I am very pleased and confident that he and his company are protecting my interests in these difficult times.

He has always been available to chat to me, especially in the early days where he went over and above the call of duty to help and advise me with any tricky issues.

I find him and his team very approachable, always return my calls promptly and I feel I can recommend them to any prospective client.

Louise, Cheshire, Airline professional

    Speak to us for more information without cost or obligation

Whether you are looking to review your current arrangements or establish a new financial plan, we will be able to give you clear direction and peace of mind.