Jon joined Furnley House in June 2021, with a Level 4 Diploma in Financial Advice, complemented by CeMAP qualification.
Jon commenced his career in finance as a trainee accountant with Mark J Rees in July 2004, laying the foundation for his extensive expertise. At Furnley House, Jon's role revolves around listening to individuals' circumstances and dreams, then collaboratively creating a financial plan to turn those aspirations into reality.
Jon takes the time to truly understand each person he interacts with, actively listening and working together to tailor specific solutions to their needs. His philosophy centers around treating clients with respect and empowering them to make decisions aligned with their preferences.
Outside of work, Jon can be found spending time with his partner, family and friends. An avid sports enthusiast, he engages in golf, 5-a-side football and hockey. Jon is a qualified hockey umpire and coach, currently training the 1st and 2nd Leicester Westleigh men’s hockey team. Additionally, he is an active member of the Leicester Central BNI chapter, where collaboration and mutual support drive collective success.
Reviews
Jon was very professional and took his time to explain everything.
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David
January, 2024
Friendly, knowledgeable and focused advice on my needs which Jon fully understood very quickly.
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Damian
August, 2023
Good communication and clear explanations about what I want and my options. It’s excellent as it is.
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Fiona
July, 2023