Skip to main content

Banner Jones Wealth Management can not only support businesses and individuals who need regular financial planning and wealth management advice, but are also able to assist where there is a need for simultaneous legal advice.

With its background Banner Jones Wealth Management will be best placed to facilitate a comprehensive service covering all of your needs under one roof.

Banner Jones Wealth Management puts the client at the heart of everything and will help deliver the very best legal and financial strategies based on a deeper understanding of your businesses circumstances and plans.

Banner Jones Wealth Management LLP combines the expertise of two award winning teams Banner Jones Solicitors and Future Life Wealth Management. Banner Jones Wealth Management was established to facilitate advice to businesses, individuals, trustees and inheritors of wealth, providing access to high quality wealth management and bespoke financial planning.

At Banner Jones Wealth Management we aim high and we have a firm understanding of what it takes to get there. Our business is driven by a set of values that enables us to combine our individual strengths to achieve a shared vision. We use an effective combination of expertise, experience, personal responsibility and teamwork to create success for you our clients, our company and our community.

It is now just about 18 months since you took over as financial adviser to both myself and my wife. At our fist meeting I was very impressed at what you told me you could do and what returns might be achieved. I was particularly keen to hear not only how you would manage my funds but also that you would ensure our capital gains tax allowance would be utilised each year.

I thought if you achieved all you said you could you would be doing really well!

We have only recently had our annual meeting and financial report. You have exceeded what you said you would achieve. We were delighted to hear how our funds had been managed and the returns on capital achieved in so short a time and also in a period of such financial uncertainty.

Very well done. Keep it up.

You have two very satisfied clients.

 

 

Mr & Mrs H, Nottingham

I have now been engaged with Jill and her team for just on 3 years,. Jill and her team have provided me with positive sound boarding in relation to personal wealth planning, aiding me make use of ‘all opportunities’ to plan for my future and that of my family….. becoming a friend in the process also.

My wife and I wouldn’t hesitate to recommend Jill and her team to anyone, who may be considering their financial future…

Mr F

Excellent service due to business relationship with our solicitor.

Mr A, Chesterfield

Very efficient, friendly and professional. We would definitely recommend to friends and family. They made the whole experience problem free.

Mrs W, Mansfield

Service was incredible. Lee Foster made the transition smooth and easy. Thanks Lee!

Mr P, Rotherham

Talk to our team