Chartered Financial Planner (APFS)
As a Chartered Financial Planner, Jon is focused on building long-lasting, trust based relationships with his clients. He offers comprehensive, tailored and clearly explained advice specialising in supporting clients that have complex financial needs. He puts the client first in everything he does.
I am married with 2 daughters, outside of work we love to travel and I enjoy sports and all things technology including spending time visiting the cinema.
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.