Meet The Team

Jon Marshfield F.C.I.I. Chartered Financial Planner, Technical Director

Having started as an 'A level trainee' with a large financial services group, I was encouraged and educated to recognise the value of being committed to professional development from an early age.  This has stayed with me and I firmly believe that the highest quality of advice is delivered by the most highly qualified advisers, who can also articulate their knowledge to clients in a way that is understandable.

I focus the advice I provide on seeking the best outcome for a client with a particular emphasis on tax mitigation.

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