Building trusted, long term relationships with the people and businesses of Shrewsbury. Experienced financial advice for all aspects of wealth management.
Nick Jones is an experienced, friendly financial adviser in Shrewsbury with specialist expertise across the following areas:
Pensions - Existing plans but little idea what they're worth or if they can be improved? What's your magic number?
Investments - Need more income? Want growth with security? Frustrated at poor returns from deposit accounts? Need a Wealth Plan?
Inheritance Tax Planning - Want to mitigate IHT (40% tax) but reluctant to 'give it all away'? Want plain speaking advice?
Many people these days have private pensions but are not necessarily aware of how they are performing. If you would like a no obligation complimentary review of your existing pension/s, please call Nick on 01743 240968.
"I work with integrity and dedication to help all my clients manage their finances as effectively as possible for the long term." - Nick Jones, Shrewsbury financial adviser
The fact that many of Nick's clients have been with him for over 10 years is further proof of his financial services proficiency.
He works hard to ensure that clients are kept up to date with investment news, which includes the production of weekly Market Bulletins (you can view the latest ones here). Individuals and businesses can even view their portfolios online.
"From the first meeting I had with Mr Nick Jones he gave me confidence - he came over as a sincere fellow and ably explained his company's investment strategy. There was never any pressure put upon me to invest but left me to consider all that he had put before me. I would not hesitate to recommend him to future clients." - Mrs M. Owen
Outside of his work as a Shrewsbury financial planner, Nick is the Chairman and founding member of the NSPCC Shropshire Business Group and in 2009 he completed the Flora London Marathon on their behalf. He is married to Emma and they have two sons, Ethan and Zane.
To see if Nick might be able to help, please call 01743 240968 or send him an email. Complimentary one-hour consultations in Shrewsbury are available.
Representing only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Services 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.sjpp.co.uk/products.
Please mention the best of shrewsbury when contacting Nick Jones - Wealth Management Specialist.
Financial Advisors in Shrewsbury