About

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.

financial-goals

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

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Your financial future

WHAT THEY SAY ABOUT ME

Testimonials

Jon took the time to really understand our goals before making any recommendations. He explained everything clearly, gave us confidence in our retirement plans and made what felt overwhelming seem straightforward. We couldn’t be happier with the service.

David & Sarah

David & SarahWarwickshire

I wanted independent advice from someone I could trust, and Jon exceeded my expectations. His knowledge, professionalism and personal approach gave me complete confidence that my investments and pensions were working towards the future I want.

Michael T.

Michael T.Leamington Spa

From our first meeting, Jon listened carefully and put together a financial plan that was tailored to my circumstances. I now have a much clearer understanding of my finances and peace of mind knowing I have a long-term plan in place.

Emma L.

Emma L.Oxfordshire

My investment strategy

My investment philosophy is grounded in a simple but powerful principle: decisions should be based on evidence, not speculation.

Academic research consistently shows that fund managers can’t reliably beat the market over time. It makes more sense to buy the market as a whole rather than rely on active funds chasing short-term wins. This approach is backed by decades of research, Nobel Prize-winning insights, and long-term historical data.

I design diversified portfolios around your needs, keep costs low, and take a long-term view – aiming for inflation-beating returns while minimising risk over time. The result is a strategy that gives you confidence, structure, and peace of mind throughout your investment journey.

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+44 7590 818976

Helping you achieve what matters most

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