“I used Jon to review Pension arrangements both for a previous firm and personally and would recommend him (indeed have done so to family) on the basis of his straightforward and knowledgeable approach.”
Jose Fiuza, MD Fresto Ltd
“I have known Jon in a business capacity for the past eight years and have always found him to be highly professional in his approach and deeply knowledgeable in his specialist area. He is clearly comfortable in operating both in the corporate and business markets.”
Phil Rees, Business Funding & Banking Specialist
“Jon is a true professional with deep expert knowledge in inheritance tax planning and general investments. His wide ranging experience really shows and what makes him stand out from the rest is his honest approach. He really cares about you the client and so his advice is really in your best interest.”
“Since selling my company Jon has provided invaluable financial advice in a complex and confusing financial world. He always listens to the client and comes up with the latest advice. I would recommend talking to Jon.”
The Partner 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 title 'Partner' are marketing terms used to describe St. James's Place representatives.