Financial Planner, Director
Jon has been advising private clients for over 20 years now and holds the CII Diploma in Financial Planning. A firm believer in the importance of thoroughly understanding clients and what makes them tick, Jon loves helping his clients to reduce their financial stress, bringing greater financial security to their lives. Jon is a strong advocate of our passive investment philosophy, a strategy that underpins Manse Capital’s ethos and our client’s financial plans.
Outside of work, he loves to spend time with his three ‘almost grown up’ children and particularly in the sporting world where cricket and rugby play a large part in the lives of the family. Jon used to play rugby for Wharfedale RUFC and still plays cricket with his two sons, at Upper Wharfedale CC.
What’s the best part of your job?
I love working with a client over a period of years and seeing their levels of financial stress evaporate as they understand what we do and why we do it and how our investment philosophy helps bring the security they need to live life to the full.
Which 3 guests would you invite to a dinner party/night out?
On the basis that I can’t invite dead people (ruling out Johnny Cash and Joan of Arc), Bruce Springsteen to help the evening rock, Shane Warne to talk cricket in a controversial manner and Johnny Wilkinson because he’s an inspirational rugby player and human being.
In what place are you happiest?
With the sun shining, somewhere high in the mountains, with skis on my feet and my children saying ‘hurry up dad’.
CONNECT WITH JON
0113 258 2604