Diploma in Financial Planning (DipPFS)
Having joined the financial services industry in 2012, working for a consultancy to financial advisers across the UK, Jon transitioned to taking on his own clients in order to be closer to those who benefit from his expertise, and to see the impact of truly holistic financial planning wealth management. Jon enjoys working with business owners and High Net Worth individuals, bringing his breadth of experience to their financial planning, so that the wealth they’ve worked so hard for over the years can work hard for them moving forwards.
In my spare time I enjoy spending time with my wife and two children. That doesn’t leave too much time for hobbies but I’m slowly getting the children into mountain biking, climbing, making music and watching whatever live sport I can get away with!
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