Jon is an Independent Financial Adviser focused on helping his clients grow their wealth and improve the trajectory of their financial lives.
Specialist Qualifications:
Jon started his Financial career back in 2007 as a Mortgage Advisor. Jon accumulated over 800 clients in his career as a Mortgage Advisor, which inspired Jon to make the transition to Financial Advice, aiding his clients with further financial planning.
This role change enabled him to offer Independent Financial Advice to his clients, ensuring they are operating as tax efficiently and helping them towards reaching their life's ambitions.
Away from his professional life, Jonathan enjoys long walks with his wife as well as playing golf at Kings Norton Golf Club.
Jonathan is a former golf professional having made it to the lofty heights of the European Challenge Tour. He is a keen advocate of sports and has a strong passion for the players being cared for professionally.

Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance cannot be used as a reliable prediction of future performance.
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Our FCA Number is 676388
Southcote Financial Limited is an appointed representative of New Leaf Distribution Limited, which are authorised and regulated by the Financial Conduct Authority. Their FCA number is 460421
Southcote Financial Limited is registered in England & Wales No. 09396741. Registered office address: 26 The Green Kings Norton, Birmingham, B38 8SD.
The guidance and/or information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK