JonIngarfill

Jon Ingarfill

Certs CII (MP & ER), APFS
I pride myself on developing long term generational relationships built on trust, integrity and excellent service. I believe that every client is unique and therefore you deserve a bespoke solution which satisfies your needs both now and in the future. Whatever stage you are at in your personal or business life.

About

Jon has worked in financial services for over 40 years in a variety of senior roles. Twenty of those years were spent in the City and West End of London as a pensions and retirement planning specialist for several household name companies. Jon complements his extensive pension planning expertise with estate planning and inheritance tax mitigation, enabling him to offer a truly holistic wealth management proposition to his clients.

He is a member of the Chartered Insurance Institute and the Personal Finance Society, and advises on all aspects of financial planning and wealth management. Whether you are an individual, a family or a business, Jon has the experience and knowledge to add value to your financial arrangements.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Mortgages and specialist banking
Finding the right mortgage for you can be a minefield. So we offer practical, clear advice on mortgages, loans, and financing, plus access to specialist banking services.

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Visit Insights to read articles and news to help you make informed decisions about your wealth

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 08/10/2022

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.