Nick Jones Wealth Planning are incredibly proud to sponsor the 'Valiant Volunteer’ Award at this year’s ‘virtual’ Shropshire Chamber Business Awards.
With so many companies and individuals stepping forward to volunteer and get involved within their local community during this time of global pandemic, we felt that it was important to recognise and acknowledge their achievements and hopefully inspire others to get involved and help out as the world settles into the ‘new normal’.
“Volunteering within the community really does bring many benefits to everyone who takes part – it helps to focus the mind and encourages positivity during these unprecedented times. Giving something back, however little, goes a long way. Helping with some shopping, providing essential PPE, delivering food or even just taking the time to smile and talk” said Nick Jones, Principal of Nick Jones Wealth Planning.
Nick Jones Wealth Planning provide clients (both individuals and businesses) with a bespoke, holistic approach that provides solutions and helps them to achieve their financial goals and objectives. Ongoing advice ensures that these plans are still suitable as circumstances change. However, for the majority of clients, they manage all aspects of their wealth as often specific areas overlap when looking at ‘the bigger picture’.
Specialities within the Practice are Investment planning, Retirement planning, Inheritance Tax planning, protection and Mortgages, as well as offering an Entrepreneur Club to business owners, wherever they are on their business journey.
Based on Shrewsbury Business Park, Nick Jones Wealth Planning have clients throughout Shropshire and beyond.
Nick said “Our emphasis is maintaining long-term relationships and providing a source of trusted advice as financial needs evolve over the years is an integral part of our business”