Jon has spent most of his time as an Independent Financial Adviser, but the significant changes in legislation meant that being invited to become a Partner Practice with St. James’s Place Wealth Management has allowed him to offer a far better level of service to his clients, moving into the future.
Jon has extensive knowledge of all areas of financial planning but specialises in the area of investments, pensions, taxation and trusts* and holds the Diploma in Financial Planning.
Our Clients come from a very diverse background and have many objectives, ranging from those saving modest amounts to those with substantial assets.
What they do have in common, however, is a desire to benefit from outstanding service, bespoke to their individual needs and we firmly believe that Pemberton & Prince Wealth Management Ltd, together with St. James’s Place Wealth Management can offer this exceptional level of professionalism.
*Trusts are not regulated by the Financial Conduct Authority.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.