Meet our Team

Staff and biographies can be added as required

Jon is a Chartered Financial Planner with over 20 years experience in advising clients on all aspects of Pension and Investment matters.

Jon is a good club golfer and tries to spend has much time on the golf course as he can!

Jane is Diploma qualified and supports Jon in the advice process by preparing research and drafting Suitability Reports.

In her spare time she enjoys Karate!

James deals with everything else and makes sure the office runs smoothly.

In his spare time, he enjoys playing in his band and Skiing!