Welcome to Courtney Jones Financial Services Ltd

Proudly based in Burford, Oxfordshire, we offer trusted and personalised financial advice to individuals, families, and business owners across the Cotswolds and beyond. Whether you are planning for the future, protecting what matters most, or building your wealth with confidence, we are here to provide clear guidance through every stage of life’s financial journey for you, your loved ones, and generations to come.

Promotions

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Testimonials

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I'm so pleased with the retirement plan I've put in place - its given me real peace of mind knowing my financial future is secure. Tony was incredibly knowledgeable and patient, taking the time to explain all my options clearly and thoroughly.

Private client

SJP Approved 26/08/2025

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Courtney Jones Financial is a trading name of Courtney Jones Financial Services Ltd. Courtney Jones Financial Services Ltd is registered in England and Wales, Number 15823360. Registered Office: 1 The Clock House, Brize Norton Road, Carterton, Oxfordshire, OX18 3HN.