Our Team - Andy Jones (Administrator)

Andy has worked in the Life Assurance and Pensions business for approaching 40 years and has considerable knowledge and skills especially with the vast number of legacy products that are still prevalent today but not marketed due to considerable legislative change we have seen over the last 3 decades.

Joining the Sun Life Assurance Company based in Wolverhampton in 1977, Andy then became part of the merger between Sun Life and AXA Equity & Law becoming AXA Sun Life from 1998.

His main specialist area today is the very important area of annual client review processing which does require particular skills and wide Industry knowledge. Andy works very closely with Mike Osborne and Richard Bourne and holds the 'Award in Financial Administration'.

An avid Wolves season ticket holder and classic car owner, Andy also enjoys taking part in local pub quizzes as well as sharing additional interests in music and history.

Our Brochure

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To briefly summarise who we are and what we can do to help you to achieve all your financial goals and aspirations please download our pdf brochure.

News & Blog

Monthly Market Outlook - April/May 2020

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Budget 2020

Chancellor Rishi Sunak today delivered his first Budget as Chancellor of the Exchequer against a backdrop of concern about the Covid 19...Read More