Nick Jones has been helping people with their finances for over 20 years. As a Senior Partner Practice of St. James’s Place Wealth Management, Nick Jones Wealth Planning provides a wide range of wealth management services to both individuals and businesses. 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.
"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.
Our service charter not only ensures that everyone knows what we will do and when, but also means that we work hard to ensure that clients are kept up to date with the latest investment, pension, retirement, mortgage and business news by way of regular Insights (you can view the latest Insights here http://www.sjpinsights.co.uk/nickjones . Individuals and businesses can also view their portfolios online.
This approach sets us apart from the competition and we take the number of introductions to the colleagues, friends and relatives of existing clients as a great compliment.
“A few years ago, I asked Nick to provide some pension advice and from there Nick has proved himself to be a trusted advisor in dealing with my personal finances. Future financial well-being is very important to me, and accepting financial advice requires a lot of trust and a very good relationship - thankfully I can say that I have both with Nick. Nick and his team at St. James's Place are doing exactly what I expect of them” – Mark V, Shrewsbury
St. James’s Place has recently introduced its “Entrepreneur Club”; an innovative sector offering where we work closely with business owners as their journey starts, right through to exit*. We are developing and co-ordinating the delivery of a locally focussed Entrepreneur Club and will continue working closely with our Professional associates in order to achieve this. Designed to provide access to advice and support that will help maximise the growth rate and valuation of your business, we work closely with advisory network support specialists, including external business consultants. This insight has provided us with a deep knowledge of common stresses and needs experienced by the business owner.
Nick said “I still get a real buzz from working with clients and helping them to design the life they want, taking away the uncertainty whether they can afford to spend their time doing the things they enjoy. We start with the question ‘how much is enough?’ and go from there”.
Our services include: - Retirement planning - Onshore and offshore investment planning - Inheritance tax planning - Protection (life, critical illness, income protection) – Corporate planning, Corporate pension planning and employee benefits - Aspects of Exit Strategy Planning – Mortgages**.
The friendly but professional team strive to deliver a great service and provide face to face advice, supported by the FTSE 100 company, St. James’s Place Wealth Management.
Outside of his work as a Shrewsbury financial planner, Nick has previously Chaired the Shropshire Chamber of Commerce Patron Members and Vice- Chaired the Shropshire Professionals Partnership. He has been a Trustee of the Shrewsbury Town in the Community Charity since 2015 and has also been involved with a number of other charitable or voluntary organisations at board level.
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 in 2013 and hiked to the top of Mt Toubkal, the highest mountain in North Africa, in 2014 as part of a team of 45 from across the UK that managed to raise in excess of £100,000 for the St. James's Place Charitable Foundation from this Moroccan adventure.
In 2019 Nick completed the Virgin London Marathon for a second time, raising over £6,000 for the Lingen Davies Cancer Fund in Shropshire between him and his colleague Steve Oliver.
He is married to Emma and they have two sons, Ethan and Zane.
Call 01743 240968 to arrange a confidential review with no obligation.
*Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
** Your home or other property may be repossessed if you do not keep up repayments on your mortgage.
Please mention the best of Shrewsbury when contacting Nick Jones - Wealth Planner.
Financial Advisors in Shrewsbury
Please mention the best of shrewsbury when contacting Nick Jones - Wealth Management Specialist.
Financial Advisers in Shrewsbury
Being out of the Corporate world I was conscious that I was no longer contributing to a pension or long term savings plan. I discussed with Nick the investments I currently had and what my potential short...
Nick Jones has considerable expertise in Financial Services and is an expert with the highest integrity. However, what is even more important to me is that this expertise is delivered without jargon and...
A few years ago, I asked Nick to provide some pension advice and from there Nick has proved himself to be a trusted advisor in dealing with my personal finances. Future financial well-being is very important...
Since engaging with Nick Jones a few years ago I have felt much more in control of my financial affairs – personal, family and business. Like many, I had been drifting along thinking I needed to do something...
We have thrown a number of projects at Nick Jones including a review of our company employee pension scheme, executive retirement planning and succession planning. Each project has been tackled with enthusiasm...