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.
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Location : Bedford
07870 564115
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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 and services

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

Investment planning
We’re here to make the money you’ve worked hard for, work just as hard for you. Together, we will create a personal investment strategy, and a detailed plan to help you reach your personal goals.
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Protection planning
We can’t predict what’s round the corner, but we can be more prepared, should the unexpected happen. Our full range of specialist insurance and protection will help look after those you love, the lifestyle you enjoy, or the business you’ve built.
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Retirement planning
We all want to make sure we’ve got enough money to enjoy a long, comfortable retirement. A detailed retirement plan, that can adapt to your new lifestyle, will give you peace of mind today that you’ll have the retirement you planned.
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Mortgages and specialist banking
Picking the right mortgage to suit you can be a minefield. We’re here to offer clear, practical advice on mortgages, loans and financing, and specialist financial services if you need them.
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Corporate services
Building a successful business is something to be proud of, and to protect. We offer clear, detailed advice on all aspects of corporate finances, from employee pensions and benefits packages to Key Person insurance.
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Other services
We have access to a network of professional specialists which provide help and guidance with more specialised services such as Will writing, or tax management.
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Intergenerational Wealth Management
Using your money to support other members of your family is personally rewarding – and a very practical way to show your love. We specialise in Intergenerational Wealth Management.
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Calculators
Use these calculators to help you determine more about your current or future financial position.
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News & Insights

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

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More about St. James's Place

Our investment management approach

A number of carefully selected external managers of outstanding ability manage our client funds.

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St. James's Place Charitable Foundation
The Charitable Foundation is the charitable arm of the St. James's Place Group.
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Award winning service
It’s not all about winning awards, but we are pleased that we have been recognised over the years, both by the wealth management industry but more importantly, by you.
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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 13/09/2024

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.

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