Jon joined Moore Stephens Financial Services (East Midlands) Ltd in 2004 and since then has been the driving force behind our advisory services.
Jon has also overseen the move to discretionary wealth management. As well as being a Chartered Financial Planner and Pension Transfer Specialist, Jon also holds the Investment Management Certificate and is Managing Director of both the advisory and wealth management arms.
Financial services and wealth management
Banking, finance and related support services
Pensions and post retirement benefits
Private clients and family offices