Jon has worked within the financial services industry since 1987, initially starting in Direct Sales and then as a Life Inspector for a major insurer before moving into banking, and building a solid technical background in Corporate Pensions and Protection as well as personal financial planning.
This gives him a strong background in advising both Corporate and Private clients, having spent a good proportion of his career aligned to a Corporate Bank and helping Directors, Partners and their employees with their planning.
Since age meant having to give up playing his passions of Rugby and Cricket he spends his time watching both and has enjoyed going on three “Barmy Army” Ashes tours and the most recent British & Irish Lions Tour. Domestically his passion is as a season ticket holder at Bath Rugby. He also enjoys spending time with his family, especially his grandchildren.