Facebook - Shropshire Business Twitter - Shropshire Business LinkedIn - Shropshire Business
http://enreach.com/uk https://www.forbesbaxter.co.uk/not-our-customer/?utm_source=shropshire_business&utm_medium=banner&utm_campaign=not_our_customer

Award-winning finance firm announces merger

Nick Jones Wealth Planning, the financial advice practice based on Shrewsbury Business Park, today announced it is merging with Throgmorton Associates Wealth Management Ltd.

Nick Jones, principal who founded the firm in 2004, said he was thrilled at the opportunity this evolution creates for all concerned. He said;

“I have thoroughly enjoyed building the practice over the last 17 years but I really feel that we have come as far as we can with our current structure.

"By becoming a director and joining the very experienced team of Stephen Hadley, Mark Whiteside, Jon Lee & Ian Fisher I am personally looking forward to the new challenge within an enlarged practice.

"Every member of the advice and support team is continuing in the new entity and are genuinely as excited as me.

"To the outside world very little will change (apart from our logo and website). Our Shropshire base is very much part of our future and we are now in a really strong position to be able to continue to grow whilst maintaining excellent levels of personalised service to our existing clients.

"We are going to share best practice in every area of the business and have complimentary specialisms, expertise and experience so the sum of the whole could well be greater than the parts.

"I’m looking forward to see what we can do in the next 17 years!”

Throgmorton Associates Wealth Management Ltd has a head office in Enderby, Leicestershire and many clients in the Midlands and the wider UK. Having joined St. James’s Place Wealth Management in 2009, Nick said the company had a fantastic reputation in the industry.

Stephen Hadley, MD of Throgmorton Associates Wealth Management Ltd said; “We have known Nick and his team for a number of years and been impressed from afar.

"During this process we have worked really closely exploring the opportunity that merging would present and our excitement has grown as each month has passed.

"Our business plan details a fantastic future for all of our stakeholders (including Clients, Advisers and Employees) and Nick Jones Wealth Planning are an integral part of that. We warmly welcome everyone involved.”


Annual golf day is a hit

Colleagues from two firms raise vital charity cash

15th October 2020

Mark and Amy join wealth management firm

Duo bolster team at Nick Jones Wealth Planning

25th March 2018

Bouncing back fast...

Now is the time to plan for recovery, says Nick Jones

19th May 2020

Nick's team give themselves a mountain to climb!

Scaling the heights with charity challenge

13th June 2020

Shropshire Business LIVE! is returning

Have you booked your place yet for November 28th?

10th October 2019

SBLTV - TV for Shropshire businesses

Next episode: 12.30pm, Thursday July 29 . . . find out how you can get involved

25th February 2021

Shropshire Business LIVE - it's a sell-out!

Networking, bacon butties, and a vineyard - what's not to love?

3rd January 2019

Taxi firm merger goes through

Company now has over 600 vehicles

28th June 2018

CORONAVIRUS: A helping hand for businesses during lockdown

Check out the latest entries on our bulletin board

18th March 2020

Colleges agree merger

NSC and Herefordshire and Ludlow College to merge in 2018

8th December 2017

Architects have ambitious growth plans

Partnership believes election result will unlock investment

24th January 2020

Two new faces for law firm

Experienced duo join the team

20th July 2018

Carey takes the lead

New managing director in place

25th July 2018

Link road will threaten holiday park

Owners are horrified by plans for the proposed route

14th August 2018

Helping businesses get back on track

By Sarah Prince, WF Education Group

1st July 2020