Jon Thorpe Email & Phone Number

Newcastle-Under-Lyme, England, United Kingdom

Previous Financial Planner-now retired

Staffordshire,Cheshire,Derbyshire,Shropshire

Helping my clients to gain clarity over their current and future financial situation, achieve and maintain their desired Lifestyle ,and answer the big questions:How much do I need to live the lifestyle I want? (What's my number?)When will I achieve this?Will I and the people I care about be O.K.?

Heather,Leicestershire

Some people might call me a financial adviser, but I think financial planning describes what I do best. I help the clients that I work with to identify, attain and maintain the lifestyle that they want for themselves and the people they care about. I do this by taking an holistic approach which helps my clients to gain clarity about their total financial situation (often for the first time). I will then help them to make the best use of their financial resources so that they have the best chance of getting what they want out of life! It's always a privilege to help and I really enjoy what I do.The first and most important part of the process is to identify what my clients want from the future. I want to know what's important to them, whether that's doing more of what they enjoy (and less of what they don't), spending more time with the people they love, supporting family or causes that they feel strongly about or achieving their personal goals.Stage 2 Is to help them to see clearly what their financial future looks like and to give them recommendations on how to make the best use of the resources that they have in order to achieve the things in life that are most important to them. I help them to answer the important questions like how much do they need to maintain the lifestyle that they want for themselves and their loved ones throughout life no matter what life may throw at them? (This is true financial security). Stage 3- I make it all happen. We agree an action plan and a timetable to get you from where you are currently to where you want to be and to give you an organised and well-balanced future.I work with all types of successful people located in the Cheshire, Staffordshire, Shropshire,Derbyshire, Nottinghamshire and Leicestershire areas.

Derbyshire, The West Midlands And Cheshire, United Kingdom

Helping people to identify, achieve and maintain their desired lifestyle and true financial independence and security by organizing their financial situation to enable them to benefit from the financial planning opportunities that are available to them. We offer an initial meeting to discover what is important to you entirely without cost or obligation.

Northwich, Cheshire

Providing holistic financial planning advice to a diverse range of clients to help them to acheive their life goals.

Newcastle-Under-Lyme,Staffordshire

Working in conjunction with the managing director and a team of advisers to provide comprehensive financial planning advice to a wide range of business owners and individual clients as well as developing professional introducers.

Stoke-On-Trent, United Kingdom

Worked alongside the directors and senior client managers of an accountancy practice. Responsible for providing comprehensive financial planning advice to high net worth business owners as well as continuing to advise my own clients.

Stoke-On-Trent, United Kingdom

Providing comprehensive financial planning advice to the clients of a Building Society as well as advising my own clients. Also created a seminar program leading to the acquisition of new clients.

Birmingham, United Kingdom

Acquired both personal and corporate clients for the company as well as delivered a range of client seminars on a variety of financial planning topics resulting in the acquisition of new clients. Continued to advise my existing clients.

Newcastle-Under-Lyme

Provided comprehensive Lifestyle Financial Planning to personal and corporate clients using sophisticated financial forecasting techniques and lifetime cashflow planning. Acquired new clients and several professional introducers.

Stoke-On-Trent, United Kingdom

Delivererd Lifestyle Financial Planning Advice using sophisticated lifetime cashflow planning tools to a range of personal and corporate clients and introduced a diverse range of profressional introducers to the firm. Equity partner.