At work
Jon entered the financial services sector in 2015 as Strategic Solutionsβ first ever apprentice.
After flying through his exams, Jon is now a fully qualified, Chartered financial planner, and is a key member of the team. Jon works very closely with Kevin Forbes and looks after many of his clients.
Jon has also won multiple industry awards, includingΒ Adviser of the YearΒ (2019 Professional Adviser New Talent Awards) andΒ Young Retirement Planner of the YearΒ (2019 Retirement Planner awards).
At work
Jon entered the financial services sector in 2015 as Strategic Solutionsβ first ever apprentice.
After flying through his exams, Jon is now a fully qualified, Chartered financial planner, and is a key member of the team. Jon works very closely with Kevin Forbes and looks after many of his clients.
Jon has also won multiple industry awards, includingΒ Adviser of the YearΒ (2019 Professional Adviser New Talent Awards) andΒ Young Retirement Planner of the YearΒ (2019 Retirement Planner awards).
At home
Jon is happily married with two young daughters and a little dog, meaning that he has very little spare time. When he gets the chance however, he enjoys playing with the latest tech gadgets, eating out, cycling & mountain climbing.
Meet the team
Our multi-award winning team of advisers and support staff spans the entire south coast of England. With the highest quality of knowledge and a commitment to excellent service, youβre in safe hands.
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