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Investments & Services

There's an expression we use at Edward Jones: 'The trouble with the future is that it keeps getting closer and closer'. In other words, regardless of your current age, income or goals, it's important to begin preparing today. At Edward Jones, we sit down with you to review your needs before anything else. Then we discuss potential solutions that may work best for your specific situation.

Below are areas in which we can help:

Retirement
Learn more about ISAs, personal pensions and SIPPs.

Education
Learn about your options for paying education expenses.

Estate/IHT Planning Concerns
Access checklists, frequently asked questions and financial services for estate planning issues.

General Services
Edward Jones offers portfolio reviews, retirement planning and more.

Fixed Income Investments
Learn the basics of fixed-income investments.

Managed Money
Learn the basics of mutual funds and capital investment bonds.

Protection
Help protect yourself with term assurance, whole of life, income protection and critical illness.

Shares
Learn how shares can meet many investment objectives, including current income, growth of capital or a combination of both.

Edward Jones Premier Cash Funds
Use your cash funds to your advantage as part of your overall financial plan.