0330 038 8940
Based in Wimborne
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FCA Regulated
Jon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 25 April 2025
Jon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Jon has not received any client reviews in the past 12 months
Jon has not received any reviews in the last 12 months
Jon has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 26 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
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Jon has not yet added their qualifications to their profile
Transparent Fees
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Jon has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Jon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 25 April 2025
Jon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Jon has not received any client reviews in the past 12 months
Jon has not received any reviews in the last 12 months
Jon has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 26 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Jon has not yet added their qualifications to their profile
Qualifications not yet added
Jon has not yet added their qualifications to their profile
Transparent Fees
Jon has not yet added their fees to their profile
Fees not yet added
Jon has not yet added their fees to their profile
I have been a qualified IFA for the past 6 years, but I bring to it over 20 years of overall property and business experience - I see not being a 'dyed in the wool' Financial Adviser as being a distinct advantage. I specialise in giving advice to property investors and small business owners, as I fully understand the financial life issues that you face, and it is not all about pensions and investments. Our focus is to help people understand what 'enough' looks like. If you don't know, then you'll never know if you have it. If you don't know whether you have it, then you'll live the life of someone who doesn't have enough, even if you do ... ! Suitable Money are fully independent, meaning we are not tied or restricted to any specific provider, and as we charge on a fixed fee basis we feel that we also are not burdened with a fee model that can create a conflict of interest (when charging a % of funds an IFA manages). We cover the majority of areas of financial advice, however, we are specialists in SIPP & SSAS pensions, and all kinds of business protection especially Relevant Life which is a tax efficient life policy often for Company Directors. I am married with 2 young children under 5, and have a passion for enjoying life with them.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Jon's clients
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