Financial Firm Growth Makes Investment Easier

Financial planning is being made easier for investors in North Yorkshire and the North East with the expansion of an expert team.

With economic conditions changing in recent years, many people are looking for different ways of making the most of their savings. This has seen an increase in the need of the services of companies like Coniscliffe Financial Planning.

Coniscliffe, the financial services division of Clive Owen & Co LLP, has been serving clients throughout the region for over 10 years and has established an excellent reputation for offering complete wealth management options.

The firm, which has offices in Darlington, Durham, and York, has recently welcomed two new experts to its team, Jon Moore and Joanne Jones.

Jon joins as Managing Director and brings with him 25 years of experience in the industry. Jon has regularly worked closely with owner-managed businesses and his commercial approach to financial solutions has been fundamental to his success.

Joanne is assisting with the firm's own tailor-made package, designed to offer clients a unique platform on which to plan their investment portfolio. Having a dedicated person responsible for this system is essential and Joanne will form an integral part of the future developments at Coniscliffe.

Joanne has over 15 years' experience in the legal sector. Her experience has always been geared towards clients' personal matters either relating to trusts and investments or property transactions.

As we have seen in the coalition Government's June budget there are to be many changes in the financial services sector over the next few years. These developments will have a direct effect on employers and employees. Clients will need to be aware of the significant impact on their business. Therefore, Clive Owen & Co LLP is ensuring clients receive planned and structured advice geared to meet these changes.

Tony Luckett, partner with Clive Owen & Co LLP, said:

"Jon and Joanne are welcome additions to the Coniscliffe team. We aim to provide the highest standard of advice and care for our clients regarding their investments and financial planning needs. The expertise that Jon and Joanne bring matches perfectly with the firm's future plans for client service development."

Jon Moore added:

"Being able to work with the team at Coniscliffe lets me take a more personal approach to advising clients. Because no two situations are likely to be the same, the solutions we offer have to be tailored to the individuals concerned. The increasing variety and availability of investment options can complicates the process, and we want to make it as simple as possible for people looking to invest."

August 5, 2010

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