“I always put my clients’ needs first and never fail to advise on decisions that will be the most beneficial for them. This has allowed me to gain complete mutual trust and respect with all my clients, which is necessary for me to be a true sounding board for them.”
- Locations
- Bath
Jon works in our Bath office as a Divisional Director and Senior Financial Planner. He deals with a relatively small number of high-net-worth clients, the majority of which are entrepreneurs and business owners both pre- and post-exit.
He often likens himself to a life coach, helping his clients to make key life decisions and form a plan for how they want to utilise their assets and spend their time.
Jon started as a Financial Adviser at Chase de Vere. By 2010, he was Co-founder and Managing Partner of Epoch Wealth Management. While there he Co-founded and was CEO of i4C (now Intelliflo Planning), a software that enables financial planners to determine their clients’ ‘magic number’ and assist with the life planning decisions mentioned above. Both businesses were sold in 2019 to RBC Brewin Dolphin and Invesco respectively. The fact that Jon is an entrepreneur himself and has gone through multiple exits is of huge benefit when advising clients of this nature. Outside the office, Jon helps to run Epoch Consulting, a charity advisory business, as well as carrying out some pro-bono charity advising. He has his DipPFS and is a Member of the Chartered Insurance Institute.