Jon joined the firm in 2016 from Redmayne-Bentley. During his 34 year career he has worked within the Private Banking and Wealth Management environment, where his background is centred around the Banking and Financial Services industry.
Working alongside Camelot and the National Savings Department Jon has advised a variety of personal, corporate and trust clients to achieve their financial aims and objectives. As an Associate of the Chartered Institute for Securities and Investment Jon now specialises in providing relationship management for personal, corporate and trust clients and working with intermediaries and professional advisers to ensure a high level of customer service.
Away from work Jon is a keen golfer and is also a fully qualified FA referee. He has two grown up children and a grandson.