Financial advice

Financial advice firm announces move to Chesterfield town centre

A financial advice company says it aims to create a one-stop shop for all things financial in Chesterfield town centre.

Queensbury Financial Advisers has announced the opening of a new office at 58 Knifesmithgate after an extensive six-month refurbishment, bringing together a wealth of experience with backgrounds in law, business and financial advice.

The business provides all the traditional investment and wealth management services such as ISAs, pensions and high interest deposit accounts, however, it also deals with mortgages, wills, probate and lasting power of attorney. We are very much a full-service finance firm.

Rebecca Bidwell, Director of the company commented: “We have completely renovated the property after stripping it back to brickwork. It’s had new electrics, a new heating system, new windows and door, along with some beautiful internal additions such as glass partitions and a modern chandelier above the boardroom table!”

Previously, Mark and Rebecca Bidwell founded Bidwell Henderson Costs Consultants, based in Alfreton, back in 2014. Starting their careers in law, they took the business from a start-up to a team of over sixty people within seven years. They sold the business in 2021 to a firm of financial advisers and decided to bring together their love of financial advice, running a business and law.

Business owners stood outside new office

Rebecca added: “We have spent a lot of time travelling for work and this time we wanted to base our business in the town we call home. We pride ourselves on being able to work with all clients. Business owners and senior leaders enjoy working with us because of our experience of being in their shoes.

“We found 58 Knifesmithgate for sale. Mark was instantly drawn to the building due to it’s brilliant positioning in the town centre. We made a heart-over-head decision to buy it and invest in the extensive renovation required.

Exterior of newly refurbished high street office building

“The building has the most beautiful original features from the art deco era, and it’s set over four floors. We could see the potential of the building, and it was ideal for our growth plans.

“It’s been a interesting journey renovating the building. We found a vintage safe hidden behind a wall, which has now become a feature on the ground floor.

The fast-growing practice is looking for financial advisers to join the team, along with support staff. Queensbury will also bring fun and finance sessions to the local community, helping to pass on important information, tools and resources to help others in building their financial futures.

Rebecca concluded: “We are passing on all the top tips and tools we have learnt along the way and the things we wish we had known earlier. We are also keen to be involved in projects with our local community.”

Find out more and contact the company on LinkedIn.

Find out why Chesterfield is an excellent location to start or grow your business: https://www.chesterfield.co.uk/business/invest-in-chesterfield/

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Shorts advisors support businesses to grow

Chesterfield-based accountancy practice Shorts continues to support businesses with financial advice, assisting in business acquisitions and helping one company transition to employee ownership.

The company recently advised Sheffield-based Abbeydale Brewery Ltd as it moved towards becoming an Employee Ownership Trust, strengthening the commitment to its talented team, safeguarding its long-standing values and securing the legacy of the business.

Shorts acted as lead advisors on the transaction, including valuation, fundraising, tax advice and project management.

Connor Marshall of Shorts added “It has been great to work alongside MD Law in transitioning such a well-known, acclaimed business into becoming an Employee-Owned Business. From the start the Shareholders and Senior Management Team wanted to do what was best for the employees and, with the implementation of the EOT, this solidifies the prospects of both the business and employees for the longer term. We all look forward to seeing the continued success of such a prominent Sheffield business.”

Elsewhere, Shorts has assisted in the expansion of AxFlow UK, advising on the acquisition of Moody Direct Ltd, a long-established supplier of solutions and services to the dairy, food & beverage, brewery, chemical, and pharmaceutical sectors headquartered in Retford.

Shorts’ Corporate Finance team were lead advisers to Moody Direct and Wake Smith solicitors provided legal advice to the sellers.

Andy Ryder, Corporate Finance Parner at Shorts, said: “We are delighted to have successfully concluded this transaction on behalf of the owners of Moody Direct, Ken and David. It has been a pleasure for our team of myself, Adam
Ames, Brian Gooch and Ahad Choudry to work with them on this international deal and we look forward to hearing of the continued success of this great business as it becomes part of the Swedish owned Axel Johnson AB Group, giving it access to further fantastic opportunities.”

Shorts supports the marketing and economic growth of the town through Chesterfield Champions, a network of over 200 organisations across Chesterfield and North Derbyshire.

Group of people working for financial advice firm and brewery smiling to camera

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Jones & Co Team named amongst UK’s top rated financial advisors

Four independent financial advisors at Chesterfield-based independent financial advice firm, Jones & Co, have been named amongst some of the UK’s top-rated financial advisors with VouchedFor.

In VouchedFor’s 2021 Guide to the UK’s top-rated Financial Advisors distributed with The Times newspaper, Suzanne Jeakins, Pauline Fernandes, Kirk Yeomans and Mark Jones were identified as a select number of professional IFAs in Derbyshire to achieve this significant accolade. The guide aims to help people understand how advice could benefit them and celebrates financial and mortgage advisors who are delivering excellent outcomes for their clients.

Each of the financial and mortgage advisors listed within the guide have received the highest volume of positive client reviews since the start of 2020 on VouchedFor.co.uk, the UK’s leading ratings site for financial and legal advisers.

As well as being endorsed by at least ten clients, each advisor is a fully verified member of VouchedFor, which means the company has checked that they have the necessary permissions to practice, in line with the latest Financial Conduct Authority (FCA) rules.

Commenting on the news, managing director of Jones & Co, Mark Jones said: “Gaining nationwide recognition as being amongst some of the UK’s top-rated financial advisors is testament to the outstanding team we have here at Jones & Co.

“Working with people to help them to accumulate and preserve their wealth and security is such a rewarding job. Everyone has bespoke financial objectives which is why we are committed to creating tailored portfolios for each of our clients. It’s a real pleasure to support people achieve, and often exceed, their goals and that shows in the excellent five-star reviews we continually receive.”

The company aims to deliver a financial strategy that helps each client to achieve their own personal retirement or financial goals. That includes helping people make the right decisions and assisting them to gain maximum capital or income possible from hard-earned savings made.

Jones & Co. supports the marketing and economic growth of the town through Chesterfield Champions, a network of over 180 organisations across Chesterfield and North Derbyshire.

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