About

Jon Price DipPFS

Independent Financial Planner

Crest

I'm Jon Price, and I run an independent financial planning firm based in Leamington, helping clients across the Midlands and South East take control of their financial futures.

I am a qualified financial planner providing independent and impartial advice. I am extremely passionate about helping my clients and their families manage their finances to achieve their life goals. My success in work and life has been about acting with integrity and building trusting relationships.

Outside of work I thoroughly enjoy time with family and friends and am fully involved in my kids sporting activities I am also very active and still play a variety of sports including cricket squash and golf.

Jon Price

Independent advice

Whole-of-market recommendations tailored entirely to your goals and circumstances.

Protect your future

Safeguard your family, wealth and lifestyle with thoughtful planning.

Grow your wealth

Tax-efficient investment strategies designed for long-term success.

Plan with confidence

Clear, personalised advice to help you make informed financial decisions.

My story

My grandfather first taught me the principles of investing, and that early spark never faded. I built a successful career in the corporate world - earning a degree in business, qualifying as an accountant, and holding senior commercial positions in global organisations.

Along the way, I watched many friends and family members – people who were successful in their own careers – make poor financial decisions, often simply because they had no one to guide them.

I’ve always wanted to help others make good financial decisions and reach their aspirations. So I left behind a successful corporate career, retrained as a financial planner, and I haven’t looked back. Helping people achieve their life goals is genuinely what I love to do.

approach

My approach

Lifestyle financial planning is the cornerstone of everything I do. I always start by getting to know you - your needs, your circumstances, and your life goals. My job is to help you make confident financial decisions so you can achieve what matters most to you. Your aspirations drive the work I do on your behalf.

I offer whole-of-market advice, which means my recommendations are unbiased and tailored solely to your needs. My planning is strategic, tax-efficient, and highly personalised – designed to optimise your financial outcomes and support your long-term success.

Over 30 years' experience spanning business, accounting and financial planning.

Independent, whole-of-market advice tailored to your goals, circumstances and aspirations.

Lifestyle financial planning focused on helping you make confident decisions and achieve the life you want.

COMPANY STATS

Learn more in numbers

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Your financial future

WHAT THEY SAY ABOUT ME

Testimonials

As a retired widow in her 80s I always felt comfortable with Jon from the start. He was extremely friendly, trustworthy and he really had my best interests at heart.

Bridget

BridgetKnowle

Jon is very personable.   He listened to me and fully understood my needs.  He put an estate planning trust solution in place to ensure our wealth was protected.

Jayne

JayneStratford

Jon spent time to understand my situation including my pensions. He determined my pension was underperforming and I was incurring high charges. He recommended that I moved to a better solution and got this all set up for me.

Alan

AlanBromsgrove

Jon sat down with me to fully understand my financial situation. He completed a comprehensive cashflow that allowed us to clearly see out financial picture on a page. We were so relieved to see that we had enough money to live out our retirement goals. I would fully recommend Jon.

Mike

MikeCoventry

Jon has been really helpful and fully understood my needs. He explained the current pensions and bond investments I had and proposed some changes that ensured these investments met my needs.

Ken

KenWarwick

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+44 7946 581066

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