Get to know Jon
Jon is a Level 6 qualified Chartered Financial Planner with over 20 years of experience. He also holds Pension Transfer Specialist and Long-Term Care qualifications.
Building strong relationships with clients and helping them make informed and confident decisions is central to his approach. As an independent planner, he advises across all aspects of financial planning, using his experience and knowledge to help clients answer key questions such as: “Do I have enough money to retire?”, “What steps can I take to ensure our estate is tax efficient when passing to future generations?”, and “Will my family be financially secure should anything happen to me?”
When he is not working, Jon enjoys spending as much time as possible on holidays, days out walking, and weekend breaks with his wife and two daughters.
The Financial Conduct Authority does not regulate tax planning or Inheritance Tax planning advice.
In the spotlight
Hawksmoor
Chartered Financial Planner
Certified Financial Planner
Member of Personal Finance Society
Qualifications