Jon has 16 years’ experience in financial services, starting at the Royal Bank of Scotland and moving to specialise in equity release in 2015. Always abreast of industry developments, he offers excellent customer service. Having looked after high net worth individuals and business owners, he previously was responsible for working collaboratively with clients to devise comprehensive, proactive financial planning strategies that meet their ambitions for both themselves and their families, developing long-term relationships with clients built on personal service. An experienced team leader, he worked to ensure that all staff demonstrated a passion for fair treatment of customers and understood and implemented company values.
A member of the Equity Release Council, Jon provides advice on equity release schemes for people living in Essex, Kent, Suffolk, Cambridgeshire, Hertfordshire, Surrey and London.
|Years in business||5 Years in Equity Release|
|How did you hear about the chamber||Via Brentwood Business Showcase|
|Reasons for joining||To make new connections in the local area, so we can work together for the benefit of each other, providing the best possible service for our clients.|