26/08/2026
Congratulations to our Ted who passed his R05 exam this morning.
We knew you had it in the bag. onto the next one now… no pressure 🙈
Jones Regan Financial Planning
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Financial Planning with people at the heart. Clarity. Care. Confidence for your future.
26/08/2026
14/08/2026
Happy 60th Birthday “Boss Jo” 🚗
Yesterday we celebrated Joanne’s birthday with an afternoon tea-themed lunch, followed by a community quiz and of course, plenty of sweet treats, laughter and a few questionable quiz answers! 😂
We hope you have the most wonderful day celebrating today Joanne, and here’s to many more happy moments, laughs and memories to come 🎂🥳
19/07/2026
Happy Birthday to Ryan, who’s celebrating his special day in style at The Open! ⛳️🥳
Before he headed off, we made sure to give him the full Jones Regan birthday treatment with a little office celebration.
And of course, no proper birthday is complete without digging out a few childhood photos to keep everyone entertained! 🙈🎉
Have an amazing day, Ryan. We hope it’s one to remember!
10/07/2026
Momentum can win matches. But resilience wins tournaments.
In this month's CIO newsletter, Justin Onuekwusi, CFA explores why investors should look beyond today's market winners and focus on building portfolios that can navigate changing market conditions over the long term.
Read the newsletter - https://linkly.link/2mM8r
St. James’s Place Representatives represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.
The value of investments can rise and fall. Positive returns are more likely if you invest for the long term, but this is not guaranteed and you could get back less than you invest.
SJP Approved 08/07/2026
23/06/2026
Big birthday wishes to Sam! 🎉
One of the perks of being part of Jones Regan is that everyone gets their birthday off to enjoy their special day away from the office. And with this lovely warm sunshine today, we think Sam has picked the perfect day to celebrate another trip around the sun! ☀️🎂
Have a fantastic day, Sam!
23/06/2026
What does a change in political leadership mean for the UK economy and financial markets?
22/06/2026
On Friday, some of our team finished a little earlier than usual and swapped screens for steps, fresh air and good company. We shared plenty of conversations, a few laughs, and even an umbrella or two when the weather took an unexpected turn.
It was a simple reminder that some of the best moments happen when we step away from our desks and make time to connect with each other.
Not a bad way to end the week ✌🏼
12/06/2026
This week Amy, Rosie, Laura and Sam were proud to join Kay Price and her team in supporting the SJP Foundation at the North West Panathlon Primary School Finals which celebrates young people with disabilities and special educational needs through sport.
It’s always rewarding to see the impact the Foundation has within our local community, and a great opportunity to catch up with fellow SJP colleagues while supporting such a worthwhile cause.
A brilliant day filled with teamwork, encouragement and plenty of smiles
24/05/2026
Sunny birthday wishes to our lovely Laura! Hope you have a wonderful time celebrating! You couldn’t have picked a better weekend for it ☀️😎🥂
19/05/2026
Financial planning doesn’t need to feel complicated.
For us, it’s about building long-term relationships, creating clarity, and helping people feel more confident about their future.
Here’s a simple look at what working with us actually involves:
- Understanding your goals
- Building a plan around your life
- Supporting decisions along the way
- Adapting as life changes
- Helping you plan for the future and the people around you
Because good financial planning should feel personal, understandable and supportive.
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Suite A Futura One, Futura Business Park, Aspinall Way
Bolton
BL66PG
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |