Darren Jones - LLB (Hons), FPFS, Chartered Financial Planner
Darren graduated with an honorary Law Degree in 2001, and joined Barclays Wealth as an independent financial adviser, formerly Woolwich Independent Financial Advisory Service (WIFAS). Darren advised both personal and corporate clients and managed a portfolio of over £110 million. After completing his advanced qualifications in financial planning he became a specialist adviser in four key areas of financial advice; that being; Pensions, Long Term Care Planning, Inheritance Tax and portfolio construction. Darren is a Chartered Financial Planner and also one of an elite group of PFS members to become a Fellow. Darren has also recently become a full member of the Society of Later Life Advisers (SOLLA). Darren continues to work with, and help meet the needs of both private and corporate clients, providing holistic financial advice. Darren is the Principal of Castlerock Wealth Management (formally Jones & Nash Financial Planning).
Darren provides holistic financial solutions and specialises in the following areas:
- Wealth management and portfolio construction
- Capital Gains Tax and Income Tax mitigation
- Non-Domiciled Excluded Property Trusts* & Inheritance Tax Planning
- Corporate and personal pension planning
- Long Term Care advice and paying for care solutions
- Investment and pension review service
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
*Trusts are not regulated by the Financial Conduct Authority.