Following a continued period of growth, Nick Jones Wealth Planning are delighted to announce that Mark Dunford and his PA, Amy Dunphy, have recently joined their practice on the Shrewsbury Business Park.
Mark was an Independent Financial Adviser for around a decade before joining St. James’s Place Wealth Management in 1999. Having built up a significant practice over the last 19 years, Mark, Amy and their clients joined the Nick Jones Wealth Planning, a fellow representative of St. James’s Place, in February 2018. Working together a number of times on client matters during the last ten years has ensured that Mark and Nick fully understand how each other works and appreciate that they share the same drive to deliver an excellent service.
Nick Jones said “Mark’s individual and personal handling of his clients’ financial affairs is key to his approach and much of his business comes through recommendation from long standing, current clients.”
Amy’s main focus is keeping in regular contact with clients, collating data in order to produce technical reports and submitting new business.
Member since: 10th July 2012
That's our team, L-R Emma, Louise and Andy. We run thebestof and our sister marketing company, Key 3 Media. With over 40 years' combined marketing experience, we help promote local businesses through our...