Jon Marshfield, F.C.I.I.

Director

Jon is a Fellow of the Chartered Insurance Institute, Chartered Financial Planner and holder of the Investment Management Certificate. These premier qualifications place him amongst the highest qualified financial advisers in our industry and amongst the very few who not only hold the very highest financial planning qualification but also are able to work as a discretionary investment manager (although this is not a service we currently offer).

He is a dedicated professional who has spent his whole career in the Financial Services Industry having worked for large Assurance Companies and, most recently, established the financial planning arm in the South West for an International firm of accountants.

Jon prides himself on seeking tax mitigation opportunities for clients and considers this instrumental in the advice process. As well as working with many clients who are keen to mitigate tax and receive the highest quality financial advice, he also believes that quality service and strong communication are essential in an adviser/client relationship.