Sunday, December 5, 2021

Award-winning wealth manager adds to senior team

Nottingham-based wealth manager Fiscal Engineers has further strengthened its acknowledged expertise in financial transition by recruiting a new member to its senior team.

David Jones has joined the multi-award-winning company as Senior Financial Planner, bringing more than 20 years of investment industry experience and insight to his new role.

As well as advising individual clients and devising bespoke strategies, he will have oversight of all financial planning at the firm and sit on the business’s Investment and Risk Committee.

He said: “I’ve been aware of Fiscal Engineers’ reputation for a long time. The company is extremely well known for the quality of its advice and how well it looks after clients.

“But what has amazed me is that the reality even exceeds the reputation. The collective focus on achieving the best possible outcomes for clients is truly exceptional.

“The overall sense of a ‘Fiscal family’ is also unique. It’s obvious that everyone here shares an extraordinary passion for going beyond expectations and seeing clients flourish.”

Jones, a Chartered Financial Planner and a member of the Personal Finance Society, has held a number of investment and advice-related roles during the past two decades.

He has worked for boutique firms such as Chesterton House and industry giants such as Standard Life. He is also a member of the Chartered Institute of Securities and Investment.

Fiscal Engineers founder and Executive Chairman Shane Mullins said: “The depth of our financial planning is essential to how we help clients navigate milestone periods of transition.

“Our job is to provide the expertise, structure and discipline that these landmark events demand. David brings all the skills needed to do that and makes our offering even stronger.”

Established in 2000, Fiscal Engineers has earned dozens of awards for financial planning, wealth management, financial advice and innovation during the past decade alone.

The company, which also has offices in Birmingham and London, provides bespoke services for business owners, entrepreneurs and other individuals with substantial investment needs.

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