Nick Jones Wealth Planning now has five highly qualified advisers and are supported by a brilliant back-office team.

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.
Based on Shrewsbury Business Park we have clients within Shropshire and beyond.

Our emphasis is on maintaining long-term relationships and to provide a source of trusted advice as financial needs evolve over the years. Our service charter ensures that everyone knows what we will do and when, but also what additional resources are available (e.g. E-Briefing service and client portals online). This approach sets us apart from the competition and we take the number of introductions to the colleagues, friends and relatives of existing clients as a great compliment.

At Nick Jones Wealth Planning, we specialise in working with business owners in the increasingly complex area of entrepreneurial financial planning, from pension planning to employee benefits, insuring against the loss of a key director through to assisting with exit strategies*.

Our philosophy focuses on maintaining a long-term, trusted relationship with our corporate clients, showing distinct quality, integrity and excellence, which in turn gives them peace of mind and allows their time and resources to be focused on their core business activities.

St. James’s Place has designed the Entrepreneur Club with you in mind.
Working with business owners as their journey starts, right through to exit, means we have gained a deep knowledge of common stresses and needs. We can assist in addressing key concerns and challenges facing business owners and most importantly, helping you confront and overcome these challenges.

Joining St. James’s Place Entrepreneur Club is only a small step away.

Please call 01743 240968 or email to find out more. 

* Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James’s Place.

Nick Jones is the Principal of Nick Jones Wealth Planning in Shrewsbury, a Senior Partner Practice of St. James’s Place Wealth Management. The Senior Partner Practice is an Appointed Representative of St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website

The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.