Jon has worked in financial services for over 20 years and is a Certified and Chartered Financial Planner.
Having started his advising career in The City, Jon moved to the independent arm of Lloyds Bank working primarily with Lloyds Private Banking and Lloyds Bank Commercial Service. He therefore has a wide knowledge base with good experience advising both high net worth individuals and SMEs.
After Lloyds, Jon moved to Fraser Smith and specialised in giving advice to clients of other professional firms including leading local solicitors and accountants. In 1998 in conjunction with one of those professional connections, Taylor Walton LLP, he formed and was Managing Director of Hart House Financial Planning. This successful company was then sold to Thinc in 2004 which subsequently became Bluefin before being acquired by Towry in 2013. Jon left Towry a year later and now enjoys working with his ex-colleagues from his Thinc and Bluefin days at HC Wealth Management.
Jon has been advising the majority of his clients for over 10 years and believes that advice is about an ongoing close relationship with his clients. His experiences have also taught him that ‘big is not beautiful’ as a large corporate culture often gets in the way of providing sound, flexible, efficient and cost effective financial planning on a personal basis.
Outside of work, Jon is married with two grown up children and Bertie, the family mut. He enjoys playing golf and trying to maintain a single figure handicap as well as tending the garden. Unfortunately he finds these activities tend to be mutually exclusive!
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