Nick Jones Wealth Planning are proud to support Shropshire Bizfest as it continues to be a breath of fresh air. “Networking in a relaxed and informal environment worked really well last year and the live music, street food, bar etc really helped to add that little bit of ‘je ne sais quoi’ to the event,” said Nick Jones, Principal of Nick Jones Wealth Planning.
Nick Jones Wealth Planning provides 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 and Mortgages, as well as offering an Entrepreneur Club to business owners, wherever they are on their business path.
Based on Shrewsbury Business Park, Nick Jones Wealth Planning have clients throughout Shropshire and beyond. “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,” says Nick Jones.
This year, Nick will be presenting a Seminar titled ‘Retirementality’, discussing modern retirement opportunities and how prior planning can really be life-changing; a hands-on Workshop where attendees use a tool which helps you plan ahead for the next 20 years, including those significant life events for themselves and their families; as well as offering all attendees the opportunity to have a confidential 1-2-1 with an expert to chat through any aspect of your personal or business finances you feel you’d like some clarity on. They will also be in the exhibition alley if you just want to come along and say “hello”.
Managing Director at Shropshire Festivals, Beth Heath, commented on the sponsorship: “Shropshire Bizfest is a great opportunity for businesses across the county to network in a relaxed and informal environment. We’ve had several businesses get in touch to become a sponsor including Nick Jones Wealth Management. Their seminar and workshops on retirement and prior planning will definitely be worth catching.”Back to News
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