Brian Jones

Brian Jones's client service is top-tier. We've never had anyone who has had any issues and we have a lot of clients referring to him due to his work, so that's a lot of client satisfaction with the strategies he utilises, all his expertise and knowledge, and his way of delivering that in a very user-friendly format. He is educating the client on why we're setting up a particular trust and the types of assets we want to fund it with.

Brian Jones is very knowledgeable on his subject matter topics, and he is very good at bringing in others to assist as needed. He’s highly responsive and one of the most professional people I work with. His executive presence is very high: he is very thoughtful, comprehensive and really a trusted adviser. He handles a task but thinks holistically how he can support our family and our needs.

Brian Jones has a very relaxed personality. He speaks at whatever level the client is at, academically or intellectually.