Our People:

Jon Stevens

Chartered Financial Planner

Jon Stevens

Chartered Financial Planner


  • Chartered Financial Planner
  • FPFS
  • DipPFS
  • Member of the Society of Later Life Advisers (SOLLA)
  • Member of the Society of Trust & Estate Practitioners (STEP)
  • Pension Specialist


Jon is a Chartered Financial Planner with over 25 years’ experience in the financial services profession.

He is highly qualified, having been a Chartered Financial Planner since 2015, an Accredited Later Life Adviser (SOLLA) since 2014, a Fellow of the Personal Finance Society since 2018 and an Affiliate of Society of Taxation and Estate Planning (STEP) since 2020.

He is focused on designing and implementing holistic financial planning and investment strategies for:

  • People in later life
  • Personal injury claimants and their legal advisers
  • Anyone wishing to make financial provision for someone with Special Needs
  • Deputies Attorneys & Trustees

Away from work he spends his time with his friends and family, gardening and watching any sport he can find, much to annoyance of his wife!


  • Care Fees Planning
  • Tax Efficient Investing
  • Personal Injury & Clinical Negligence
  • Special Needs
  • Court of Protection
  • Trust Investment
  • Expert Witness