Retired Specialist Financial Adviser
Long Holiday Club
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Jon Bagshaw Email & Phone Number
Retired Specialist Financial Adviser
at
Long Holiday Club
2 work emails found
@wesleyan.co.uk
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✓ Verified July 2026
4 data sources
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Current company
Role
Retired Specialist Financial Adviser
Location
Mansfield, England, United Kingdom
Who is Jon Bagshaw? Overview
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Quick answer
Jon Bagshaw is listed as Retired Specialist Financial Adviser at Long Holiday Club, based in Mansfield, England, United Kingdom. AeroLeads shows a work email signal at wesleyan.co.uk and a matched LinkedIn profile for Jon Bagshaw.
Jon Bagshaw previously worked as Senior Specialist Financial Adviser at Wesleyan Financial Services Limited and Financial and Productivity Consultant at Dalgety Agriculture Limited. Jon Bagshaw holds Dimploma In Financial Planning, Financial Planning And Services from Cii.
Company email context
Email format at Long Holiday Club
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{first}.{last}@wesleyan.co.uk
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Profile bio
About Jon Bagshaw
I provide specialist financial planning for teachers and Head teachers, including those nearing retirement, thinking about saving and investing, or wishing to protect their families.The most common questions I'm asked are: How do I plan for early retirement? How will the 2015 Teachers Pension Scheme reforms affect me? What is the best place for me to invest a lump sum of money? Or where is the best place to save a regular monthly amount of money?I can help teachers understand their individual pension planning needs and exit routes for retirement. This would be done via offering holistic, personalised financial planning services.Among the services I offer are:• Teachers’ Retirement Planning Service and exit strategy• Specialist knowledge of teachers’ working practices and terms and conditions• Tax efficient investment and savings solutions• Holistic financial planning for all age groupsI offer a warm and friendly relaxed approach to financial consultancy on a salaried basis. I offer a bespoke specialist service to all teachers, Head teachers and their families. This is backed up with hundreds of satisfied customers who have used and benefited from my specialist and bespoke personal service since 2003
Listed skills include Savings, Financial Advisory, Retirement Planning, Pensions, and 19 others.
Current workplace
Jon Bagshaw's current company
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3 roles
Jon Bagshaw work experience
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Senior Specialist Financial Adviser
Providing holistic personal financial planning mainly to teachers and their families. Also providing surgeries and seminars within the workplace to enhance teachers' understanding of the Teachers Pension Scheme and terms and conditions of employment, including the 2015 reforms and the wider generic impact on their personal financesAbout Wesleyan:Wesleyan is a mutual society, founded in 1841. Wesleyan is one of the strongest financial institutions in the UK and has won lots of prestigious financial awards regarding consistent performance and financial strength. We provide specialist advice and services that are specifically tailored to meet the needs of teachers, hospital doctors, GP's, Dentists and Lawyers
Financial And Productivity Consultant
Dalgety Agriculture Limited
Charged with building relationships with Farmers and their families. In order to promote good and efficient working practices to establish better, more efficient and more profitable businesses. This was done by carrying out analysis of their existing practices and enterprises and then modelling changes and potential new enterprises to see the impact upon making these changes. When positive outcomes were achieved I would then help the clients implement the changes
Jul 1989 - Oct 1998
3 education records
Jon Bagshaw education
Dimploma In Financial Planning, Financial Planning And Services
Cii
National Diploma In Agriculture, Agricultural Business And Management
Brooksby Agricultural College
"O" Levels And Cse'S
Quarrydale Comprehensive School
FAQ
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Quick answers generated from the profile data available on this page.
What company does Jon Bagshaw work for?
Jon Bagshaw works for Long Holiday Club.
What is Jon Bagshaw's role at Long Holiday Club?
Jon Bagshaw is listed as Retired Specialist Financial Adviser at Long Holiday Club.
What is Jon Bagshaw's email address?
AeroLeads has found 2 work email signals at @wesleyan.co.uk for Jon Bagshaw at Long Holiday Club.
Where is Jon Bagshaw based?
Jon Bagshaw is based in Mansfield, England, United Kingdom while working with Long Holiday Club.
What companies has Jon Bagshaw worked for?
Jon Bagshaw has worked for Long Holiday Club, Wesleyan Financial Services Limited, and Dalgety Agriculture Limited.
How can I contact Jon Bagshaw?
You can use AeroLeads to view verified contact signals for Jon Bagshaw at Long Holiday Club, including work email, phone, and LinkedIn data when available.
What schools did Jon Bagshaw attend?
Jon Bagshaw holds Dimploma In Financial Planning, Financial Planning And Services from Cii.
What skills is Jon Bagshaw known for?
Jon Bagshaw is listed with skills including Savings, Financial Advisory, Retirement Planning, Pensions, Investments, Financial Planning, Teachers Pension Scheme Including 2015 Reforms, and Wealth Management.
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