Jon Treen

Our people

Divisional Director – Investment Management

“I’m a curious person by nature and enjoy finding out about peoples life journeys and what makes them tick.”
Locations
Bristol, Cheltenham

Jon joined our Bristol office in 2012. He is a Divisional Director and an Investment Manager, dealing with a wide range of intermediaries and clients.

Having joined the Bristol office soon after it was opened, Jon played a role in growing it into the successful office it is today. The length of his service has also enabled him to develop strong relationships with his clients, allowing him to build them personalised portfolios and investment solutions.

Jon started his career at Gartmore Investment Management in 1996, followed by Church House Investments in 1998. In 2001 he worked for JP Morgan in Australia, before returning to the UK to join Barclays Wealth in 2004 and then RBC Brewin Dolphin. He is a Fellow of the Chartered Institute for Securities & Investment (CISI).

Contact Jon Treen


The value of investments and any income from them can fall and you may get back less than you invested.