An Associate Partner of St. James's Place Wealth Management
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.
We offer an excellent wealth management service which will help you achieve your goals
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.
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.
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.
We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
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.
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 titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.