Role: Independent Financial Adviser
Location: Liverpool Office
Diploma in Financial Planning (Dip PFS)
Certificate in Mortgage Advice and Practice (CeMAP)
Jon can help you with…
Financial Planning, Wealth Management, Retirement Planning, Inheritance Tax Planning, Personal and Business Protection Insurance, Private and Business Medical Insurance, Corporate and Director’s Pension Schemes.
Jon enjoys the educational part of the financial planning process, being able to explain things in a clear, simple fashion to clients so they understand their current position and the path to where they’re trying to get to. This gives him the greatest satisfaction as he feels he’s adding real value.
Outside of work…
Jon is married to Michelle, and they have two sons James & Olly and a precious white Persian cat named Elsie.
Jon’s hobbies are tennis, cycling, hiking and long walks with the kids!
When asked about his favourite food, he said he can never resist a good old plate of British pub grub like sausage & mash!