Principal of Nick Jones Wealth Planning- providing highly qualified Financial Planning Advice to individuals and business owners. Nick leads a team of 14, including 4 Advisers and two Practices (Shrewsbury and Stoke).
Having coached football and general sports in Shropshire and the US whilst at University, Nick qualified as a teacher with a BEd Business Education in 1994. In 1996 he became a Financial Adviser and in 2004 he joined St. James’s Place Wealth Management. He has developed his Practice significantly over the last 15 years.
Nick has previously run the BUPA Great North Run, bungee jumped off the Transporter Bridge in Middlesbrough, completed the 2009 Flora London Marathon on behalf of the NSPCC and survived a solo parachute jump from 3,500 feet. He canoed 112 miles of the Thames as part of a team of colleagues from across the UK. More recently he hiked to the top of Mt Toubkal, the highest mountain in North Africa. The team of 45 from across the UK managed to raise in excess of £100,000 for the St. James’s Place Foundation from this Moroccan adventure. He completed the Snowdon Challenge for Shrewsbury Town in the Community in 2016 and in 2019 completed the Virgin London Marathon for a second time, raising over £6,000 for the Lingen Davies Cancer Fund.
Why he is a trustee at STITC:
“I love being able to help local people. The work that the Community team does is fantastic and if I can help to increase the impact of that I’m more than happy; it feels great to give something back.”
Why he is beneficial as a trustee at STITC:
“I think I have a flair for bringing people together and that collaboration can magnify the positive outcomes. I’m not afraid of a challenge and often encourage others to get involved too, pushing their own boundaries along the way. If these challenges or initiatives can raise money for such a worthwhile cause at the same time, everyone’s a winner.”
Nick Jones Wealth Planning is an Appointed Representative of and 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.