Diploma qualified with additional AF studies, Jon specialises in supporting high net worth business owners and advising on SIPP and SSAS arrangements.
Jon takes a hands-on approach to client relationships, investing time in getting to know clients and their goals so that he can become a trusted first point of contact for financial matters. He particularly enjoys problem solving and helping clients understand the recommendations that support their long-term objectives.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning, automatic enrolment and taxation advice.