Jon has 9 years of experience in the Financial Services industry and is currently working towards his chartered status. Jon’s role involves helping clients achieve their financial objectives through optimising investments and tax wrappers and building robust financial plans.
Jon joined Perspective in December 2025 when his previous firm, Chiltern Consultancy transitioned.
Based
Stokenchurch Office
Chiltern House, Unit 5
Stokenchurch Business Park
Ibstone Road
Stokenchurch, Bucks
HP14 3FE
Telephone: 01494 451441