
At Jon Griffiths Personal Wealth Solutions, we recognise the importance of getting to know you and understanding your individual personal circumstances. Our aim is to build and maintain long-term relationships and be a trusted Adviser and friend to our clients. We offer highly personalised, face to face personal wealth solutions by providing you with advice and support tailored to your financial needs.
Our aim is to take away any of your concerns, frustrations and worries associated with your financial planning by working through them with you to create a financial life plan that is really important to you.
We use our range of knowledge, expertise and experience to tailor our financial management services completely to your individual circumstances.
Jon Griffiths is a fully qualified Chartered Accountant (no longer practicing) with over 35 years’ experience gained exclusively in the Financial Services industry. This experience has been obtained from large blue-chip companies in the Financial Service sector including Lloyds Bank, Halifax Bank, Clerical Medical Life and Pensions and AXA Insurance. This has provided Jon with a wealth of knowledge of the industry which he now calls upon to help clients of widely differing financial circumstances and of all ages, helping them to meet their financial plans for the future.
Jon has added Financial Planning qualifications to his Chartered Accountancy qualification enabling him to provide expert advice to clients on investment planning, retirement planning, protection, estate planning and taxation. The focus of Jon Griffiths Personal Wealth Solutions is to provide a quality customer service for clients based on complete honesty, transparency and trust. The Practice relies on obtaining business through word of mouth and referrals, so there is a vested interest in providing clients with exactly the quality of service that they want. Jon provides his clients with the opportunity to have regular face-to-face financial reviews and ensure their clients are made aware of the most up-to-date information, including expert opinions and financial legislative changes.
The door is always open, whether you require a quick chat, have a few questions, or require some detailed financial advice about any complex matters you may have.
We offer an excellent wealth management service which will help you achieve your goals
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 20/02/2025
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.