Welcome to Jones Regan Financial Planning
We aim to build lasting relationships. Creating clear, trustworthy, accessible financial solutions for individuals and growing families based in Bolton and the surrounding areas. Empowering our clients to gain confidence and clarity in their financial futures for generations to come.
What we do
Our mission is to simplify the complex, empower confident decisions, and help you take control of your financial future.
Guided by our core values of Care, Clarity, and Growth, we take the time to understand what matters most to you - your goals, your family, your future. Whether you're building your wealth, protecting your legacy, or planning for life’s milestones, we’re here to support your journey, every step of the way.
We offer clear, approachable financial advice that evolves with you.
Client Newsletter
Each edition is designed to reflect our commitment to care, clarity, and long-term growth, giving you relevant information without the jargon. Whether you're looking for expert commentary, practical tips, or updates from life at our Practice our newsletters offer a clear and engaging way to stay connected.
You'll find our latest newsletter by clicking the link, along with previous editions and news from across the Practice. We hope you find it useful, and as always, we welcome your feedback and any suggestions for future topics.
Testimonials
Addresses
SJP Approved 28/10/2025
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.
