Jon Lee

Wealth Planner



Jon has been a Wealth Planner based in Plymouth for four years with DFP Health & Wealth Management, before its acquisition by Succession Wealth. Jon is currently studying towards his Chartered Wealth Planner status.

In his spare time and having grown up in Cornwall, Jon is often out exploring the coastal paths of Devon and Cornwall or enjoying some time on the golf course. Jon is also an active member of Plymouth Roundtable, a social/charity group that focuses on giving back to the local Plymouth community.

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