Jon lives near Bristol with his wife and children.

Professionally he is a Chartered Financial Planner. He also holds a range of specialist professional qualifications including being a Fellow of the Personal Finance Society, full membership of the Society of Later Life Advisers (SOLLA)  affiliate membership of the Society of Trust & Estate Practitioners (STEP).

His professional practice specialises in providing financial and investment advice to a range of clients most of whom are introduced by Solicitors or other legal professionals. Examples include catastrophic injury cases, those in later life, and trustees, attorneys and deputies acting on behalf of people who have lost the ability to make their own financial decisions.