J T Wealth Management Ltd
Jonathan Tipper
DipPFS
With over 20 years' experience in the financial industry, we break down the complexity of financial matters to provide clients with highly effective and clear solutions to their financial needs.
Now, more than ever, our clients tell us that they need reliable, trustworthy advice, that’s easy to understand.
About
I worked as a Financial Planning Manager for NatWest in Exeter and the surrounding areas before accepting the invitation to set up my own wealth management Practice as a representative of the prestigious St. James's Place.
I am committed to building long-term, high trust relationships and my clients feel that the advice I give is of the highest standard. With an ever changing environment and changing client circumstances, I feel that it is essential to write bespoke financial plans for clients to help achieve their goals, and, more importantly, to review these plans regularly to keep them current and accurate.
Because of my strong client focus, I build my business solely on introductions, both from my private clients and from other long-standing professional relationships. My clients are keen to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received.
When I am not helping my clients I unwind by spending time with my wife and two young children. I am passionate about cricket and I currently play for Exeter CC1st XI dependent upon injuries! My real love however is the coaching of the juniors where I am able to pass on my numerous years’ experience to the under 10’s squad at Exeter CC. Cricket aside I also assist with the coaching of my local under 9’s football team. With any spare time I enjoy a round of golf with friends although the standard is debatable.
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More about St. James's Place
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 04/10/2024
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.
