SIP Wealth Management Helping clients create a financial

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Three Mumbles
businesses unite
Established law firm
Douglas Jones Mercer
and Matthew Pullman
Chartered Accountants
have expanded their
offices by joining forces
with SIP Wealth
Management at 48
Newton Road
enhancing the Mumbles
business community.
SIP Wealth
Management
People across South West Wales
are being empowered to take
control of their pension and
investment portfolios thanks to one
local firm of Chartered Financial
Advisers.
Swansea-based SIP, led by
Managing Director Jon Francis,
and Co-Directors, Paul Williamson
and Paul Wassell, helps clients
create a financial structure for their
pensions and investments and
provides expert advice to support
them via their offices at Axis Court,
Llansamlet and Mumbles.
Paul Williamson had worked in
Mumbles for many years and when
Paul joined forces with SIPWM
Jon decided to open a new office
here in August 2010. “Opening
the Mumbles office was a fantastic
move for us,” stated Jon, “There is
a great relationship that exists with
the various businesses in the area,
it’s convenient for the majority of
our staff and clients who don’t live
locally enjoy coming down to see
us.
As for the future: “There is no doubt
that the last few years have been
tough for the financial sector,” says
Jon, “But we are looking forward to
Helping clients create
a financial structure
for their pensions and
investments
2013 with excitement. We currently
manage about £130 million in client
pension and investment funds
and expect to increase that by
continuing to attract new clients
and seeing the value of existing
funds grow.
“Another exciting venture that is
underway for SIP is the movement
into the auto-enrolment and
employee benefit market via their
new business Workplace Pension
Solutions Ltd. Auto-enrolment will
have an impact on any business
that employs staff where employees
must be enrolled into a pension
scheme. SIPWM and WPS can
help and give advice in all areas of
the process while adding value with
their employee benefits solutions.”
Matthews Pulman
Swansea-based chartered
accountants Matthews
Pulman prides itself on putting
the clients’ interests first.
compliance matters.
Its 20-strong team of expert staff
provide specialist advice on tax
planning solutions and hands-on
financial management.
Aside from business, Matthews
Pulman also displays a vested
interest in supporting the local
community.
Owner Mr Matthews said that he
is dedicated to contributing to
the growing business economy
in Swansea and Mumbles, where
Matthews Pulman has recently
acquired premises. He added that
the decision to open in Mumbles
has been fantastic for the firm, its
clients, and the village.
Mr Matthews said: “Like any
business, you must change and
adapt to your environment to ensure
that the needs of your clients and
customers are being constantly met
and that those customers know
they come first.
“Our strategy involves bringing the
expertise of a large and dynamic
firm to businesses on their terms.
We have had an incredible response
from the local businesses of
Mumbles who have found having
such services on their doorstep a
real help to them.
“What we have found is that a
number of business owners in the
area find it convenient to drop in
for their meetings either early in the
morning or late in the evening on
their way to, or from work. Finally,
it’s a pleasure to work in a place
you have grown up in.”
Douglas Jones
Mercer
The firm, led by Mike Matthews,
offers value-for-money advice
alongside pro-active services to
support businesses and individuals
in the South West Wales area.
Alongside this the firm aims to
minimise tax and boost wealth for
its loyal clients through its offices in
Swansea Vale and Mumbles.
The long-standing firm supports
local people by offering a wealth of
experience in dealing with statutory
For more than 60 years one
law firm has been providing
expert legal advice across
South West Wales and
beyond.
During that time Swansea-based
Douglas Jones Mercer (DJM) has
grown in reputation and size to
become one of the largest firms
in Wales. Its enduring success
can be attributed to its dedication
to providing efficient and costeffective services via its team of
skilled lawyers.
Michael Snowdon a Director
who started at DJM during 1976
and now heads the Property and
Corporate teams said: “We believe
that the combined talents of our
legal team are second to none.
Individually they offer great depth of
knowledge in particular aspects of
the law. Collectively they offer great
breadth and experience.”
Each lawyer receives regular
training to ensure they are well
versed in the latest law changes
and prepared to tackle any
challenge. DJM’s success has seen
it expand into new territory, setting
up a base in Mumbles’ thriving
business community during 2012.
On the firm’s expansion Mr
Snowdon said: “DJM moved to
purpose-built offices at Axis Court
Swansea Vale in November 2006
where it employs in excess of 60
people.
“Alongside this DJM is pleased to
open an office facility at 48 Newton
Road in conjunction with both
SIP Asset Management Ltd and
Matthews Pulman Accountants.
This provides a good base to
meet with clients and has proved
to be very successful and in high
demand.
“We operated a full branch office
in Mumbles during the 90s and are
very pleased to have a presence
again in Mumbles, and be a part
of the business community which
positively adds to the way we are
able to deliver services both to
businesses and private individuals.”