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.
Nick Jones Wealth Planning
Willow House West
Shrewsbury Business Park
Nick Jones – Principal and Senior Wealth Manager
Mark Dunford – Senior Wealth Manager
Amy Dunphy – PA to Mark Dunford
Contact for PR/Marketing – Chimene Felton, firstname.lastname@example.org 01743 240968
Member since: 10th July 2012
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