Jon Dodson ACSI
Jon has a strong passion towards building long term relationships with his clients to understand their financial desire and aspirations. He believes a well built connection between himself and his clients is fundamental to deliver the finest ongoing solutions for his clientele.
Jon believes with an ever changing environment and changing client circumstances, that it is vital to construct bespoke financial plans that he then proactively reviews on a regular basis. He specialises in offering expert advice of retirement planning, onshore and offshore investments, profit extraction for company owners, Inheritance and trust planning along with financial protection.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Trusts are not regulated by the Financial Conduct Authority.