Simon Jones

Financial Planner • Family man • Daddy to Jasper & Nancy • Rugby Fan • Westcountry Lad • One-time Quiz Show contestant

[Simon Jones @SimonJUnividual]

Really proud to be featured in @NewModelAdviser's list of 14 Financial Planners "Going the Extra Mile" during lockdown. For 10 weeks my #MoneyMondays initiative has been providing fun & educational activities to teach children and young people about money. https://t.co/M9hyqybNYA

[Simon Jones @SimonJUnividual]

@dontdelay Do I understand correctly, that you predict sellers will just increase prices by the amount of saved Stamp Duty?

[Simon Jones @SimonJUnividual]

@dontdelay Bank Holiday Monday just gone. The Hunters Rest near Clutton just outside Bristol.
Cheddar, Stilton, Brie and Pâté. Although that pub hasn’t changed since we were kids.

[Simon Jones @SimonJUnividual]

@dontdelay As usual you have some very well made points.
I am in the same profession and can see myself doing it in some capacity into my late 60s.

Quick one, in your view what is the average age of an adviser? I ask because 47 isn’t that far off the average I am aware of.

[Alan Smith @AlanJLSmith]

I've run a successful financial planning business for almost 20 years now and so am considered a veteran!

I often receive calls and emails from young advisers and entrepreneurs asking to 'pick my brain' 🧠

So, I made a list of things to think about.

Hope it helps... 👇🏻 🧵

[Simon Jones @SimonJUnividual]

@dontdelay This was one of the bits that stuck out for me too.

[Simon Jones @SimonJUnividual]

@MavenAdviser Amen

[David Hearne, CFP™ @dontdelay]

Expect and accept

When it comes to investing, what do you expect and what will you accept?

If you expect low volatility, you will have to accept lower returns

But if you expect high returns, you will have to accept higher volatility

So which expectation matters more to you?

[Sam Sloma @samsloma1]

Wise words here.

[Bath Pride 2023 @BathPride2023]

A huge step for #LGBTQIA #inclusion and sport. Asking “why is this news?” This means the world to those working out if they can be themselves and a professional sports person. Coming out is the hardest thing you can do for fear of rejection so YES massive news 🙏🏻@Jake_Daniels11

[Bath Pride 2023 @BathPride2023]

Tues 17th May International Day Against Homophobia. Founded 2004, it raises awareness of discrimination against #LGBTQ+ people. To mark the day join us in a special screening of Firebird at @thelittletheatr who are donating all ticket sales to Bath Pride https://t.co/CQUjMnkUNS

[Bath Pride 2023 @BathPride2023]

Incredible times @thegrapesbath who supported our very first Pride2023 volunteers evening. Incredible venue and massive thanks to @TheBathLandlady. What a turnout. Amazing connections made. This is happening. Our family is growing #bathuk #visitbath #LGBTQ

[Bath Pride 2023 @BathPride2023]

We’ve been inundated with supporters and volunteers or people keen on finding out about committee roles. Please get in touch if you’d like to meet @CherieAnneBaxtr and @trader_mason to discuss all things Pride next wed after work at @thegrapesbath #bathuk #lgbtbath #bathpride

[Simon Jones @SimonJUnividual]

@dontdelay “So does the Treasury, using taxpayers’ money” seems slightly odd phrasing to describe tax relief on pensions. One could say it demonstrates a lack of understanding.

[Unividual @UnividualLtd]

One of our Unividual's, Cherise Tsang, is featured in @FPT_Mag "Finding confidence in a male-dominated industry" sharing views on training and learning in financial services. #womeninfinance #proudlyunstoppable #proudfamily #financialplanningschool

[Dave Mason @davemasontv]

Superb @RadioBathDAB Business Breakfast this morning, fully subscribed and lovely atmosphere. Thanks @UnividualLtd, Rengen Hse & the radio station team. See you at @stjohns1174 No.1 Queen Sq next month.

[Unividual @UnividualLtd]

Excited to announce two of our Chartered Financial Planners, @SimonUnividual (Left) and @SimonJUnividual (Right) have been announced as The Top Rated #FinancialAdvisers as featured in @thetimes. This list is devised by @VouchedFor who collate client reviews
#simplythebest

[Simon Jones @SimonJUnividual]

My #BlueMonday I am spending with the kids as they are the thing that cheers me up most in this world

[Unividual @UnividualLtd]

#BlueMonday is here so don’t ignore the chill in your energy or do something about it. We gave our staff the day off so our team could do what they needed to embrace and enjoy the day #motivation #energy #bluemonday #healthandhappiness #wellbeing #wellbeingatwork

[Unividual @UnividualLtd]

#BlueMonday is here so don’t ignore the chill in your energy or do something about it. We gave our staff the day off so our team could do what they needed to embrace and enjoy the day #motivation #energy #bluemonday #healthandhappiness #wellbeing #wellbeingatwork

[Unividual @UnividualLtd]

We all want a positive start to the year, so why is it we are so keen to create #NewYearsResolutions we know we won’t keep? @RadioBath‘s Cynthia Wihardja invited us in to unpick the secret recipe to #goalsetting and how to build an achiever’s mindset
#Bath #BathUK #BathBusiness