22-08-2018

Banner Jones Wealth Management celebrates five years in business

Chesterfield-based Banner Jones Wealth Management is celebrating its fifth birthday by becoming a Derbyshire County Council Trusted Trader.

Derbyshire Council’s Trusted Trader scheme was set up in 2008 to help customers find traders and businesses which are committed to providing good customer service at a fair price.

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

Since the company was set up in 2013 it has experienced steady growth, with turnover up 25 per cent year on year.

Suzanne Jeakins, financial planner at Banner Jones Wealth Management, said: “We are delighted to be celebrating our first five years in business. Over that time, we’ve helped clients with everything from corporate financial planning, to shareholder protection, pensions and investments.

 

“The great thing about solicitors and wealth managers working together is that we can offer a seamless service to our customers. Now we’ve been made a trusted trader it’s just the icing on the cake to top off an incredible five years.”