Team expands at Nick Jones Wealth Planning
11th April 2018
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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

Shrewsbury

Shropshire

SY2 6LG

 

01743 240968

 

 

Nick Jones – Principal and Senior Wealth Manager

Mark Dunford – Senior Wealth Manager

Amy Dunphy – PA to Mark Dunford

 

Contact for PR/Marketing – Chimene Felton, chimene.felton@sjpp.co.uk 01743 240968

 

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About the Author

Mark Luckman

Member since: 10th July 2012

I champion the best businesses in Telford and Wrekin, businesses recommended by you. If you run a local business or know a really great local business that you think deserves to be known by more local...

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