Group. 
Role:
Jon is a Financial Planning Technician, supporting the Financial Planners by creating tailored wealth managements solutions for our clients and handling client queries.
Qualifications:
Dip PFS, Cert SMP
Memberships:
- Society of Mortgage Professionals (SMP)
- The Chartered Insurance Institute (CII)
- The Personal Finance Society (PFS)
What do you enjoy about your role?
Helping families to achieve their life goals after years of hard work is a rewarding experience.
What are you passionate about?
Understanding how things work, searching for the reasons why things are the way they are.
What do you like most about working for Fiscal Engineers?
Everyone is available to talk to if you need some help or advice, which is great because there is always something to learn.
What are your interests?
Family, keeping fit, music & film.
Little books – A balanced work environment
Promoting wellbeing and creating a place of productivity.
