Wealth Management Services in Shrewsbury
Find the best Wealth Management Services in Shrewsbury as recommended by local Shrewsbury people in thebestof Shrewsbury's Wealth Management Services directory.
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 …
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 …
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. …
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 …
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 …
Nick is a true star, he saved us a fortune in life cover and he did this with great patience and gentle prodding. We are now covered - but that …
Nick has helped my mother-in-law get hold off her finances and sort out her investments. Her husband passed away recently and she turned to Nick for guidance and support in …
Nick has tailored a package to meet my financial aims as discussed in our initial consultations. He has provided me with efficient, personal service and I would recommend him without …
Nick gave me sound and first class advice when I retired from work. He identified my needs, and investments over the last 12 months have reaped a favourable reward. I …
Nick has given us sound financial advice in a way that can easily be understood without any phoney jargon or pressure salesmanship. He would have our recommendation without any hesitation.
St. James's Place Partnership puts great emphasis on recognising the needs of individual clients by providing trusted face-to-face advice of the highest calibre. Nick Jones has given us that and …
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 …
When I first received an invitation from St. James's Place to attend a seminar, I dismissed it straightaway. Second thoughts, I arranged a meeting in my home as I thought …
Nick has been meeting with me for some months now. I have really appreciated his taking time to explain detail in a way I can easily understand. This has allowed …
I have known Nick for a number of years, and when it came to review my pension arrangements he was at the top of the list to consider. I looked …
pension or long term savings plan. I discussed with Nick the investments I currently
had and what my potential short term as well as long term needs might be. Nick made
suggestions based on what we had discussed and produced examples detailing potential returns. The whole process was straightforward and the level of service of
the highest standard. I am able to track my investment online and will be having regular contact with Nick about it. I would recommend Nick to anybody thinking about their financial future.