Jon Coates

Jon Coates Email and Phone Number

Senior Financial Planner at Fidelius Ltd @ Fidelius Ltd
somerset, somerset, united kingdom
Jon Coates's Location
Greater Bristol Area, United Kingdom, United Kingdom
Jon Coates's Contact Details

Jon Coates personal email

n/a
About Jon Coates

Jon Coates is a Senior Financial Planner at Fidelius Ltd at Fidelius Ltd. He possess expertise in income protection, wealth, inheritance tax planning, investment advisory, investments and 9 more skills.

Jon Coates's Current Company Details
Fidelius Ltd

Fidelius Ltd

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Senior Financial Planner at Fidelius Ltd
somerset, somerset, united kingdom
Website:
fidelius.co.uk
Employees:
62
Jon Coates Work Experience Details
  • Fidelius Ltd
    Senior Financial Planner
    Fidelius Ltd Jul 2012 - Present
    View
  • Close Asset Management
    Senior Financial Planner
    Close Asset Management Sep 2010 - Jun 2012
    Bristol, United Kingdom
    View
  • Chartwell Group Ltd
    Snr Financial Planner
    Chartwell Group Ltd Sep 2008 - Aug 2010
  • Chartwell Group Ltd
    Financial Planning Manager
    Chartwell Group Ltd Sep 2005 - Aug 2008
  • Cavendish Grant Ltd
    Financial Planning Manager
    Cavendish Grant Ltd Nov 2003 - Aug 2005

Jon Coates Skills

Income Protection Wealth Inheritance Tax Planning Investment Advisory Investments Finance Financial Services Portfolio Management Wealth Management Services High Net Worth Individuals Financial Planners Trusts Alternative Investments Critical Illness

Jon Coates Education Details

  • Cynffig Comprehensive
    Cynffig Comprehensive
  • Cynffig Comprhensive
    Cynffig Comprhensive

Frequently Asked Questions about Jon Coates

What company does Jon Coates work for?

Jon Coates works for Fidelius Ltd

What is Jon Coates's role at the current company?

Jon Coates's current role is Senior Financial Planner at Fidelius Ltd.

What is Jon Coates's email address?

Jon Coates's email address is jo****@****l.co.uk

What schools did Jon Coates attend?

Jon Coates attended Cynffig Comprehensive, Cynffig Comprhensive.

What skills is Jon Coates known for?

Jon Coates has skills like Income Protection, Wealth, Inheritance Tax Planning, Investment Advisory, Investments, Finance, Financial Services, Portfolio Management, Wealth Management Services, High Net Worth Individuals, Financial Planners, Trusts.

Who are Jon Coates's colleagues?

Jon Coates's colleagues are Michael Lapham, Chelsea Stuart, Martha Shirley Dippfs, Rachael Hulbert, Mike Johnson Cemap Dipfa, Jason D., Tammy Nicholls.

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