Independent Financial Advisor
CurrentFinancial Planning / Investments / Pensions / Retirement Planning / Inheritance Tax and Estate Planning
Mar 2023 - Present
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Jon Price Dip Pfs Email & Phone Number
Independent Financial Advisor
at
AFH Wealth Management
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Independent Financial Advisor
Location
Royal Leamington Spa, England, United Kingdom
Company size
Who is Jon Price Dip Pfs? Overview
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Quick answer
Jon Price Dip Pfs is listed as Independent Financial Advisor at AFH Wealth Management, a company with 394 employees, based in Royal Leamington Spa, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Jon Price Dip Pfs.
Jon Price Dip Pfs previously worked as Part Time Internship at Evans Hart Ltd and Foodservice Controller at Mondelēz International. Jon Price Dip Pfs holds Bachelor Of Science - Bsc, Business Administration And Management, General from University Of Bath.
Company email context
Email format at AFH Wealth Management
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AFH Wealth Management
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Profile bio
About Jon Price Dip Pfs
I am a qualified Financial Adviser at AFH Wealth Management providing independent and impartial advice. Before working in financial services I had a very successful career in the corporate world. I am previously a qualified accountant and held senior commercial positions in global organisations. I am extremely passionate about helping my clients and their families manage their finances to achieve their life goals. My success in work and life is built around acting with integrity and building trusting relationships. I offer expert advice in a wide range of areas, including retirement planning, inheritance tax and investments. Working for AFH means I can call on specialist advice.Outside of work I thoroughly enjoy time with family and friends and I’m fully involved in my kids sporting activities. I am also very active and still play a variety of sports including cricket, football and golf.
Current workplace
Jon Price Dip Pfs's current company
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Afh Wealth Management
9 roles · 26 years
Jon Price Dip Pfs work experience
A career timeline built from the work history available for this profile.
Part Time Internship
Worked with paraplanners and advisors. Worked on key systems (Voyant, Transact, Iress, FE Analytics) and processes. Attended courses - Dimensional and Transact.
Jun 2022 - Dec 2022
Foodservice Controller
Built and implemented strategic plan with new investment, resource, products and processes. Led a team of 16 to turn around declining sales and hit £50m revenue
May 2017 - May 2022
Cdm Foodservice Wholesalers Lead
Collaborated with key wholesaler, Brakes, to produce and deliver joint business plan to drive sales growth for mutual benefit.
2016 - 2017
~1 yr
Regional Sales Manager
Delivered highest sales growth of Wrigley products in the Uk grocery division through strong relationship building of team to 9 individuals and winning strategic deal with Tesco London division
2013 - 2016
~3 yrs
National Account Manager - Brakes, Hotels&Leisure, Wilkinsons (3 Roles)
Delivered 8% sales growth above target through researching, identifying and selling Heinz products by winning new business such as Hilton, Creative events and Merlin.
2009 - 2013
~4 yrs
Commercial Lead - Tesco, Coop & Discounters
Delivered commercial opportunities with P&L responsibility for £210m Tesco account. Provides analysis of the most profitable Heinz products which resulted in improved margin of 5%.
2007 - 2009
~2 yrs
Investment Analyst / Commercial Analyst (2 Roles)
Managed European Investments. Set up new processes for strategic partnerships, managed relationships and delivered 24% in increased revenue
2004 - 2007
~3 yrs
Finance Graduate Trainee / Business Auditor (2 Roles)
Worked in key UK operations as finance trainee. P&L, BS and cash flow responsibility for local operations.Audited business processes across European operations
2000 - 2004
~4 yrs
Team & coworkers
Colleagues at AFH Wealth Management
Other employees you can reach at afhwm.co.uk. View company contacts for 394 employees →
RB
Robert Banner
Colleague at Afh Wealth ManagementWest Midlands, England, United Kingdom, United Kingdom
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SM
Sarfraz Munir
Colleague at Afh Wealth ManagementWest Midlands, England, United Kingdom, United Kingdom
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TD
Timothy Davis
Colleague at Afh Wealth ManagementWest Midlands, England, United Kingdom, United Kingdom
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SM
Steph Mcmahon
Colleague at Afh Wealth ManagementUnited Kingdom, United Kingdom
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JB
Julie Buxton Mifs Dipfa
Colleague at Afh Wealth ManagementLeicester, England, United Kingdom, United Kingdom
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NT
Nathan Trowbridge
Colleague at Afh Wealth ManagementUnited Kingdom, United Kingdom
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BS
Blessy Sarah Gabriel
Colleague at Afh Wealth ManagementBirmingham, England, United Kingdom, United Kingdom
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OF
Olivia Flanagan
Colleague at Afh Wealth ManagementHessle, England, United Kingdom, United Kingdom
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CS
Clive Strange Fpfs
Colleague at Afh Wealth ManagementWorcester, England, United Kingdom, United Kingdom
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DN
Danny Nicholls
Colleague at Afh Wealth ManagementUnited Kingdom, United Kingdom
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Robert Banner
Colleague at Afh Wealth ManagementWest Midlands, England, United Kingdom, United Kingdom
View →
SM
Sarfraz Munir
Colleague at Afh Wealth ManagementWest Midlands, England, United Kingdom, United Kingdom
View →
TD
Timothy Davis
Colleague at Afh Wealth ManagementWest Midlands, England, United Kingdom, United Kingdom
View →
SM
Steph Mcmahon
Colleague at Afh Wealth ManagementUnited Kingdom, United Kingdom
View →
JB
Julie Buxton Mifs Dipfa
Colleague at Afh Wealth ManagementLeicester, England, United Kingdom, United Kingdom
View →
NT
Nathan Trowbridge
Colleague at Afh Wealth ManagementUnited Kingdom, United Kingdom
View →
BS
Blessy Sarah Gabriel
Colleague at Afh Wealth ManagementBirmingham, England, United Kingdom, United Kingdom
View →
OF
Olivia Flanagan
Colleague at Afh Wealth ManagementHessle, England, United Kingdom, United Kingdom
View →
CS
Clive Strange Fpfs
Colleague at Afh Wealth ManagementWorcester, England, United Kingdom, United Kingdom
View →
DN
Danny Nicholls
Colleague at Afh Wealth ManagementUnited Kingdom, United Kingdom
View →
3 education records
Jon Price Dip Pfs education
Bachelor Of Science - Bsc, Business Administration And Management, General
Diploma In Financial Planning, Financial Planning And Services
Management Accountancy Qualified, Accounting
FAQ
Frequently asked questions about Jon Price Dip Pfs
Quick answers generated from the profile data available on this page.
What company does Jon Price Dip Pfs work for?
Jon Price Dip Pfs works for AFH Wealth Management.
What is Jon Price Dip Pfs's role at AFH Wealth Management?
Jon Price Dip Pfs is listed as Independent Financial Advisor at AFH Wealth Management.
Where is Jon Price Dip Pfs based?
Jon Price Dip Pfs is based in Royal Leamington Spa, England, United Kingdom while working with AFH Wealth Management.
What companies has Jon Price Dip Pfs worked for?
Jon Price Dip Pfs has worked for Afh Wealth Management, Evans Hart Ltd, Mondelēz International, Wrigley, and H.J. Heinz Company.
Who are Jon Price Dip Pfs's colleagues at AFH Wealth Management?
Jon Price Dip Pfs's colleagues at AFH Wealth Management include Robert Banner, Sarfraz Munir, Timothy Davis, Steph Mcmahon, and Julie Buxton Mifs Dipfa.
How can I contact Jon Price Dip Pfs?
You can use AeroLeads to view verified contact signals for Jon Price Dip Pfs at AFH Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Jon Price Dip Pfs attend?
Jon Price Dip Pfs holds Bachelor Of Science - Bsc, Business Administration And Management, General from University Of Bath.
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