ADVISER PROFILE
Stacey Jones
Role: Mortgage and Protection Adviser
Location: Bolton Office
Qualifications: Certificate in Advanced Mortgage Advice (Cert SMP)
Stacey can help you with…
Stacey is passionate about helping people and empowering them to be better informed about their financial situations. For her, financial planning is much more than just matching products to a client reduced list of their needs and priorities; it is a craft which requires juggling multiple products, priorities and creating bespoke portfolio interwoven with her clients’ feelings, story, needs and future plans.
She loves the variety of her role and the variety of skills that she is required to practise daily. Using her emotional intelligence and empathy to manage her clients, especially those who may be experiencing a state of vulnerability or delicate financial situations. Stacey is confident to ask difficult questions and to stand up for her clients. Ultimately, she loves the buzz she gets from a client being genuinely delighted by the service she has provided.
Outside of work…
Stacey loves to learn, at the moment that involves completing the Diploma in Financial Planning. She loves being out in nature whether that be walking up local muddy hills with her fiancé Mark, or mountains further afield in the lakes or Snowdonia or being by the sea at Porthmadog in Wales with her family.
She particularly enjoys musical theatre performances; her favourite musical is Hamilton and favourite annual concert is the Christmas Proms on Boxing Day at the Bridgewater Hall in Manchester.
Stacey is fascinated by human psychology and is completing the final module for an Open University Psychology Degree.
She has a son, Theo, and they have a Labrador called Sparky.
When asked about her favourite food, Stacey loves a fillet steak (medium rare), vegetables and a nice glass of red, preferably Montepulciano D’Abruzzo, or a cheese and Branston butty on seeded bread, with a cup of tea with 2 sugars, on the side of a hill in the beautiful countryside.
What people say about Stacey
Amazing advice and service. I will never go anywhere else! I would gladly recommend Stacey to anybody who requires superb financial advice. Already recommended to others. Stacey was so helpful and couldn’t do enough for me.