“I have been fortunate to build long- term relationships with many of my clients, and it is incredibly rewarding to provide ongoing advice and support throughout all market environments to ensure longer term goals are met.”
- Locations
- Bristol, Cheltenham
Jon is an Investment Manager and Divisional Director in our Bristol office, where he manages portfolios for private clients, pensions and trusts. He also specialises in managing Court of Protection mandates, working closely alongside professional deputies.
Being part of the team that established the Bristol office when it opened, Jon played a role in growing it into the successful office it is today. This has been achieved through building strong client relationships and delivering a pro-active service over many years.
Before joining the Bristol office in 2012, Jon had worked at Barclays Wealth since 2006. He is a Chartered Fellow of the Chartered Institute for Securities & Investment, a Member of the Society of Trust and Estate Practitioners and has the Chartered Insurance Institute’s Diploma in Regulated Financial Planning. He is also a chairman of a local charity providing welfare benefits and debt advice in the local community.