Jon has been in the finance industry for 25 years and has been advising for nearly 20 years. He is a Chartered Financial Planner — an accreditation widely regarded as the gold standard in the profession. In addition to holding the Advanced Diploma in Financial Planning, he has achieved specialist qualifications in Advanced Pension Planning, Advanced Investment Planning, Advanced Tax and Trusts and Advanced Financial Planning.

Since starting his career in 2003, Jon has gained a wealth of experience across independent financial planning firms, national advisory businesses and high street banks. This diverse background has equipped him with both deep industry knowledge and practical insight into the needs of a wide range of clients.

Jon combines strong mathematical and analytical skills with a client-centred philosophy, helping individuals achieve financial confidence and clarity. He excels at understanding clients’ aspirations, breaking down complex financial concepts, and creating clear, personalised financial plans designed to evolve with life’s changes.

Specialising in retirement and pension planning, investment strategies, inheritance tax planning, and protection, Jon takes a holistic approach — ensuring every plan is tailored and aligned to the individual’s circumstances and goals.

Committed to transparency, integrity, and always acting in his clients’ best interests, Jon’s aim is simple: to be a trusted financial partner for the long term, whether you are building wealth, preparing for retirement, or safeguarding your family’s future.

Based in West Sussex, Jon enjoys an active lifestyle and spending time with his two children, Lilly-Mae and Harry. He is an enthusiastic road cyclist and also enjoys walking, swimming, pilates and taking on DIY projects in his spare time. Jon loves Cornwall having lived there as a youngster and visits every year to catch up with old friends. 

TAX PLANNING, INCLUDING INHERITANCE TAX PLANNING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.