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.