Tel: 01622 851351


Our People

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.

Jon Thompson, Prinicpal & Chartered Financial Planner
Tel. 01622 851351
Mobile. 07932112730
Jon has over 40 years experience in the financial services industry and is a Chartered Financial Planner and Fellow of the Personal Finance Society. As well as offering bespoke financial planning advice tailored to a persons individual circumstances he can offer specialist advice on retirement planning, equity release and meeting the cost of long term care.

Personal Finance

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