In May 2021, Nick Jones Wealth Planning, successfully merged with another Senior Partner Practice of St. James’s Place, and are now known as Throgmorton Associates Wealth Management Ltd.  Nick has become a Director within the organisation, joining the existing board of 4 other Directors.

Nick Jones, who founded the firm in 2004, said that he was thrilled at the opportunity this evolution creates for all concerned.

Throgmorton Associates has a Head Office in Enderby, Leicestershire and many clients in the Midlands and the wider UK. Having joined St. James’s Place Wealth Management in 2009.

As a Senior Partner Practice of St. James’s Place Wealth Management, we provide 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 https://www.throgmortonassociates.co.uk/insights. 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 have 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 award winning FTSE 100 company, St. James’s Place Wealth Management, who were recently awarded 2020 Wealth Management Company of the Year at the City of London Wealth Management Awards.

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 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.

**Your home or other property may be repossessed if you don't keep up repayments on your mortgage.

The value of an investment with St. James's place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

*Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.

The Partner Practice 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.

The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Please mention the best of Shrewsbury when contacting Throgmorton Associates Wealth Management.

Financial Advisors in Shrewsbury