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Nick Jones Wealth Planning
Willow House West
Shrewsbury Business Park
Nick Jones Wealth Planning are a Senior Partner Practice of St. James’s Place Wealth Management, and provide clients (both individuals and businesses) with a bespoke, holistic approach that provides solutions and helps them to achieve their financial goals and objectives.
Based on Shrewsbury Business Park we have clients within Shropshire and beyond. Our emphasis is on maintaining long-term relationships and to provide a source of trusted advice as financial needs evolve over the years. Our service charter ensures that everyone knows what we will do and when, but also details what additional resources are available (e.g. E-Briefing service and client portals online). This approach sets us apart from the competition and we take the number of introductions to colleagues, friends and relatives of existing clients as a great compliment.
Specialities within the Practice are investment planning, retirement planning and inheritance tax planning; however, for the majority of clients we manage all aspects of their wealth management as often specific areas overlap when looking at ‘the bigger picture’.
Outside of his work as a financial planner, amongst other things Nick is Chairman of the Shropshire Chamber of Commerce Patrons as well as a Trustee of Shrewsbury Town in the Community and sponsor of ‘Man of the Match’ at Shrewsbury Town FC.
The Partner Practice 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 title ‘Partner’ is a marketing term used to describe St. James’s Place representatives.