Before joining Anderson Financial in 2019, Jon previously worked for a London based estate agency for 18 years where he was responsible for multiple offices, ensuring customer service, recruitment and progression.
Having always been interested in finance, Jon retrained as a financial planner in 2019 as he wanted to advise beyond buy-to-let investments and the property market. In his role now, Jon’s areas of expertise are retirement and estate planning. He primarily looks after young families, business owners and retirees.
See Jon's Statement of Professional Standing here.