Jon Ingarfill Financial Planning
Jon Ingarfill
Certs CII (MP & ER), APFS
I pride myself on developing long term generational relationships built on trust, integrity and excellent service. I believe that every client is unique and therefore you deserve a bespoke solution which satisfies your needs both now and in the future. Whatever stage you are at in your personal or business life.
About
Jon has worked in financial services for over 40 years in a variety of senior roles. Twenty of those years were spent in the City and West End of London as a pensions and retirement planning specialist for several household name companies. Jon complements his extensive pension planning expertise with estate planning and inheritance tax mitigation, enabling him to offer a truly holistic wealth management proposition to his clients.
He is a member of the Chartered Insurance Institute and the Personal Finance Society, and advises on all aspects of financial planning and wealth management. Whether you are an individual, a family or a business, Jon has the experience and knowledge to add value to your financial arrangements.
He is a member of the Chartered Insurance Institute and the Personal Finance Society, and advises on all aspects of financial planning and wealth management. Whether you are an individual, a family or a business, Jon has the experience and knowledge to add value to your financial arrangements.
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
Addresses
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More about St. James's Place
SJP Approved 13/09/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
