Jon is the lead Partner of Epoch’s Charity proposition and has built a very strong reputation since he became a financial planner in 1999. Those who deal with him know of his ability to communicate very complex ideas in a manner which is easily understood. His ability to effectively communicate is backed up with sound technical knowledge acquired over time, and he also holds the Diploma from the Personal Finance Society.
Jon’s time is now focussed on two key client types: ultra-high net worth private clients and entrepreneurs, and the non-for-profit sector. Whilst these may not seem to be obvious sectors to combine, he finds it extremely beneficial to cross over the disciplines from each sector, finding complementary themes that benefit all parties.