Tel: 01623 707017
We've Got Mansfield & Ashfield Covered

Menu

Banner Jones Wealth Management LLP welcomes new financial planner

Posted onPosted on 3rd Dec

Derbyshire and South Yorkshire based Wealth Management firm, Banner Jones Wealth Management, has expanded their team with the appointment of Financial Planner, Simon Dickinson DipPFS.

Jillian Thomas, Partner at Banner Jones Wealth Management, commented: “Welcoming Simon to the Banner Jones team has been a pleasure and I have no doubt that his extensive experience coupled with his relaxed and friendly approach will be a hit with our clients, both old and new.

“Simon has worked for over 20 years in this sector as a Provider Broker Consultant and Financial Planner for some of the UK’s leading financial institutions and his financial planning skills include corporate financial planning, shareholder protection, pensions and investments. This background will allow him to fully meet the needs of our growing client base.”

Banner Jones Wealth Management LLP is a joint venture between Banner Jones Solicitors which has its headquarters in Chesterfield, and Future Life Wealth Management which is based in Eckington near Sheffield. The company, which started in 2013, provides wealth management and financial planning advice for businesses, individuals, trustees and inheritors of wealth.

Simon Dickinson commented on his appointment: “The great thing about solicitors and wealth managers working together is that we can offer a seamless service to our clients.

“It was this approach that attracted me to the business, and I’m delighted to become part of the growing team.”

Comments