Looking after clients across the South West from our offices in Bridgwater, Bristol, Weston-super-Mare, Yatton, Wedmore and Clevedon
Jon is a Chartered Financial Planner with more than 25 years’ experience in the financial services profession.
He is highly qualified, having been a Chartered Financial Planner since 2015, an Accredited Later Life Adviser (SOLLA) since 2014, a Fellow of the Personal Finance Society since 2018 and an Affiliate of Society of Taxation and Estate Planning (STEP) since 2020.
He is focused on designing and implementing holistic financial planning and investment strategies for:
- People in later life
- Personal injury claimants and their legal advisers
- Anyone wishing to make financial provision for someone with Special Needs
- Deputies Attorneys & Trustees
Away from work he spends his time with his friends and family, gardening and watching any sport he can find, much to annoyance of his wife.