Daniel Jones Cfp®

We believe… ➡ Being trusted to manage and invest someone's wealth is a true honour and privilege. ➡ Relationships matter, and trust is earned. ➡ Wealth management should truly be personal and personalised, holistic and all-encompassing. ➡ In 'marrying' our clients, committing to the same goals and priorities, sharing successes, prioritising their needs and being there in good times and bad. ➡ Strong partnerships with other best-of-breed providers who share our values, beliefs and principles are central to our and our client’s success. ➡ Our role is to enable our clients to approach life with confidence, secure in the knowledge that their wealth is actively and appropriately invested with genuine care and commitment to their best interests. Townsend Cobain is a privately owned financial advisory practice and investment house that holds its own AFSL. Our structure and autonomy allow us to truly partner with clients and provide a holistic service and degree of accountability that is unique and rare in today’s world.