Independent financial planning (IFA) service sets up in Newton-le-Willows
Professional Warrington IFA and Independent financial planning expert Mark Jones the Managing Director of Assured Wealth and Estate Planning Limited has launched a joint venture with New Brooklands estate agency, on the High Street in Newton-le-Willows.
Mark stated “The town currently has no provision from a fully qualified independent Warrington financial advisers. Setting up in the village where I live makes sense from a personal and business point of view. Assured Wealth not only provides advice, but we also run FREE workshops for the local community too. Richard and the team at New Brooklands share the same customer service values, of honesty and customer service.”
Richard Ortyl the Director of New Brooklands said, “We looked at several IFA firms to launch our Warrington financial planning arm for our offices in Newton-le-Willows. Mark was local, independent and his business has a real ethic of putting clients first, just like ours. When Mark spoke about how his company helps people in all walks of life to achieve their goals we knew it was a good fit for our business. Mark regularly makes himself available to chat through peoples plans at their own home, or here in the office”.