At work
Jon entered the financial services sector in 2015 as Strategic Solutions’ 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, including Adviser of the Year (2019 Professional Adviser New Talent Awards) and Young Retirement Planner of the Year (2019 Retirement Planner awards).
At work
Jon entered the financial services sector in 2015 as Strategic Solutions’ 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, including Adviser of the Year (2019 Professional Adviser New Talent Awards) and Young Retirement Planner of the Year (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, you’re in safe hands.
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