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

Many are unable to secure summer holiday provision as effects of pandemic continue
The Financial Conduct Authority (FCA) has opened its regulatory sandbox for applications throughout the year. 
As management consultancy Gallup predicts a rise of entrepreneurs over employment, from 36% of workers today to more than 50% by 2027, financial planners have a new role to play in helping people make the right choices when it comes to work.
It can feel as if the generation gap is wider than ever – but not when people really talk. Here, four sixtysomethings offer advice to those in their teens and 20s
Matt Allwright is interviewed by Helen Dewdney The Complaining Cow on his personal complaining habits, when and how he complains