Nick Jones Wealth Planning

At Nick Jones Wealth Planning we strive to provide clients with a bespoke, holistic approach that provides solutions and helps them achieve their financial goals and objectives. 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 within Shropshire and beyond. We work with integrity and dedication to help all of our clients manage their finances as effectively as possible for the long term. Our emphasis is on maintaining long-term relationships with clients - providing them with a source of trusted advice as their financial needs evolve over the years. Our services include- Retirement planning - Onshore and offshore investment planning - Inheritance tax planning - Protection (life, critical illness, income protection)- Corporate planning, corporate pension planning, employee benefits - Aspects of Exit Strategy* Planning and Business Liability Audits - Your home may be repossessed if you do not keep up repayments on your mortgage. St. James’s Place have also introduced its “Entrepreneur Club”; an innovative and unique sector offering where we work closely with business owners as their journey starts, right through to exit. We can assist in addressing key concerns and challenges facing business owners and, most importantly, help you confront and overcome these challenges. The Entrepreneur Club really is designed with you in mind.*Exit Strategies may include products and services that are separate and distinct to those offered by St. James's Place are not regulated by the Financial Conduct Authority Nick Jones Wealth Planning 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). The titles 'Partner Practice' is a are marketing term used to describe St. James's Place representatives