Expertise & Qualifications

Jon specialises in advising business owners and senior professionals with generational planning needs, typically with portfolios between £500,000 and £3 million. His service focuses on long-term financial strategy, covering Investment Planning, Tax Planning, Retirement Strategies, and Estate & Inheritance Tax Planning. Jon also specialises in Retirement strategies and is a pension specialist who brings Defined Benefit Transfer experience with a strong emphasis on creating long-term financial planning strategies for his clients. 

He holds a Business Studies Degree from Plymouth University and is a qualified representative of St. James's Place, graduating from the SJP Financial Adviser Academy in 2014. Jon holds a Level 4 qualification (DipPFS) in Financial Services.

Professional Background 

Prior to financial services, Jon spent 17 years in the sports retail and wholesale sector, maintaining skills in building strong, long-term relationships. His experience includes 9 years as Head of Sales, UK for New Balance Athletic Ltd and 5 years with Speedo International as UK sales Director and European Business Development Director.

Community Leadership & Endurance Challenges

Jon is deeply involved in Knutsford Rugby Club, serving as Junior Age Group Coach (2016–Present), Mini and Junior Chairman (2019–2024), and taking on the role of Club Chairman from 2025 onwards. His family is at the heart of everything he does.

Charity is important to Jon and he has completed several endurance challenges for the SJP Foundation, including swimming the English Channel in 2017, raising £12k, the Bosphorus Cross-Continent Swim from Europe to Asia in 2018 and completing the Lake Windermere end-to-end swim in 2019 and in 2022 the Three Lakes 24-in-24 (Windermere, Coniston, and Ullswater end-to-end, 24 miles in total). Jon has also completed the Coast-to-Coast Bike Ride twice in 2020 and 2021.