Jon Rose - Dipfa Certfs (Step) Cemap Cerer Mlibf

Jon Rose - Dipfa Certfs (Step) Cemap Cerer Mlibf Email and Phone Number

Firm Principal and Financial Life Planner @ Suitable Life Group
Poole, GB
Jon Rose - Dipfa Certfs (Step) Cemap Cerer Mlibf's Location
Poole, England, United Kingdom, United Kingdom
Jon Rose - Dipfa Certfs (Step) Cemap Cerer Mlibf's Contact Details

Jon Rose - Dipfa Certfs (Step) Cemap Cerer Mlibf work email

Jon Rose - Dipfa Certfs (Step) Cemap Cerer Mlibf personal email

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About Jon Rose - Dipfa Certfs (Step) Cemap Cerer Mlibf

Get in touch - jon.rose@suitablelife.co.uk or 01202 287 990Suitable Life will help you understand "Do you have enough?" and "Will you always have enough?", but perhaps more importantly to help you understand "Enough for what?", so that you can live the life you truly want.The answers to these questions & how they interact will often change over time. Through continuous update & improvement, we help you plan to be financially secure as well as financially free, ensuring you can make big decisions, confidently.As an experienced Multi Business Owner, Property Investor & Landlord for over 20 years, I was appalled at the financial planning, financial advice and estate planning services available to me at a reasonable cost.Too many advisers only interested in my money, how much of it they could manage, what financial products they could sell me, and had a charging model that looked to me like commission by another name and bore no reflection to the relative work involved or more importantly the value I'd receive.In 2015, I decided to do something about it to initially solve my own personal need.After taking numerous relevant qualifications & with my business & personal experience, along with my team, I now look to deliver an alternative to those who want more than the usual product or investment focused financial advice offering.Located in Poole, Dorset (albeit we serve clients all over the UK) I created Suitable Life Planning (www.suitablelife.co.uk) as the umbrella that brings together separate parts of the financial life planning process. These separate parts are provided by three distinct businesses:- Suitable FinLife Planning- Suitable Legacy Planning- Suitable Money Advice (A regulated IFA business)All our work is on a fixed fee basis.If you are looking for someone who will help you identify, achieve and maintain your desired lifestyle now and into the future (& not just talk to you about financial products) then please get in touch on 01202 287 990 or jon.rose@suitablelife.co.ukwww.suitablelife.co.uk

Jon Rose - Dipfa Certfs (Step) Cemap Cerer Mlibf's Current Company Details
Suitable Life Group

Suitable Life Group

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Firm Principal and Financial Life Planner
Poole, GB
Website:
suitablelife.co.uk
Employees:
3
Jon Rose - Dipfa Certfs (Step) Cemap Cerer Mlibf Work Experience Details
  • Suitable Life Group
    Firm Principal And Financial Life Planner
    Suitable Life Group
    Poole, Gb
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  • Suitable Life Group
    Firm Principal & Financial Life Planner
    Suitable Life Group Feb 2017 - Present
    Poole, Dorset
    Get in touch - jon.rose@suitablelife.co.uk or 01202 287 990Suitable Life - the umbrella bringing together the framework of aligning personal lifestyle aspirations, financial assets and legacy objectives for your lifetime, the next generation & beyond. A framework based upon the 4 L’s: Lifestyle – Liquidity – Longevity - Legacy. Using three distinct businesses:Suitable FinLife PlanningSuitable Money AdviceSuitable Legacy Planning OUR AIMTo help small business owners & property investors to understand:- How do we maintain our current lifestyle, no matter what happens- How can we be confident that we’ll have what we need, when we need it- Can we organise our assets so we minimise the worry around volatility of the stock market or the time it takes to sell property- How can we be sure that what we have will make the impact we want for our family THE HOWSuitable FinLife- Taking you through an initial process called FinLife™ Core, we give you proper clarity on where you are at today, what your future looks like, & what levers are available to you to make an impact- This is followed up with our ongoing process called FinLife™ Evergreen, as things always change …. Don’t they!Suitable Money- All things pensions & investments, but with a twist- We charge fixed fees, not a % of the funds we manage for you- A conflict-free, impartial advice environment- We don’t ignore property as an asset class & will not just focus on equity and bonds- Specialising in things such as tax-efficient life insurance for business owners, to all things SSAS pensions (one of the few SSAS-savvy Independent Financial Advisers and not connected to any particular SSAS provider, staying impartial and not conflicted)Suitable Legacy- Advise on & drafting of suitable Wills, Trusts & LPAs, Lifetime gift trusts, etc.- Offer inheritance tax planning services, so you can understand your options – there is no single ‘set & forget’ golden bullet solutionHappy to chat
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  • Platinum Property Partners
    Director And Part-Owner
    Platinum Property Partners Mar 2023 - Present
    Bournemouth, England, United Kingdom
    Platinum Property Partners (PPP) is an established property investment franchise that enables its Franchise Partners (PPP’s term for franchisee) to quickly, safely and successfully build UK residential HMO property portfolios as profitably as possible. What is an HMO? It is a House of Multiple Occupancy, and in PPP's case think of beautiful shared living spaces for professionals and working people. PPP Franchise Partners are proud of the houses they create, run and manage that provide homes for well looked after tenants.Having been a Franchise Partner (FP) since 2010, myself and three other existing FPs acquired the business in early 2023. Since this time, we have been working with our amazing team to create a business fit for the 2020's, 2030's and beyond.
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  • Rooms In Kent
    Director
    Rooms In Kent Oct 2010 - Present
    Ashford, Kent
    Rooms in Kent is a full time professional HMO (House of Multiple Occupation) property business. We provide high quality, low cost, shared accommodation for key workers and other working professionals in the Ashford, Maidstone & Medway areas of Kent. If you are an employer in the Ashford, Maidstone & Medway areas, and want to ensure that your staff that are looking to house share do so with a reputable landlord who provides good quality accommodation, then do not hesitate to get in touch on 01233 367 367 or lettings@roomsinkent.co.ukIf you are a property investor or landlord wanting to know more about HMOs, or the management of HMOs, then please get in touch on 01233 367 367 or lettings@roomsinkent.co.uk
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  • Martin & Co Medway
    Director
    Martin & Co Medway Feb 2017 - Present
    Rochester, Kent
    RESIDENTIAL LETTING & SALES - PROPERTY MANAGEMENT - PROPERTY INVESTMENT in the Medway area.Please get in touch on 01634 838 700 or medway@martinco.com
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  • Platinum Portfolio Builder (Ppb)
    Consultant Sales Director - Managing The Investment Team
    Platinum Portfolio Builder (Ppb) Oct 2013 - Apr 2014
    Leeds, United Kingdom
    Platinum Portfolio Builder (PPB) built and managed property portfolios for people who wanted to invest in property, but who didn't have the time, knowledge or inclination to do it themselves. Unfortunately, it became clear that the business model was not robust enough (polite term) and my feedback regards this to the Directors and Shareholders meant that my position was no longer tenable.
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  • Platinum Property Partners (Ppp)
    Consultant Sales Director - Responsible For Franchise Recruitment
    Platinum Property Partners (Ppp) Nov 2011 - Sep 2013
    Bournemouth, United Kingdom
    As a Consultant Sales Director, I was responsible to the Board for Franchise Recruitment and carried out a "player-manager" role overseeing the Franchise Partner recruitment process, managing the Sales Team, and being the frontline face-to-face salesperson.During this time, we grew the number of Franchise Partners from 92 to 180, re-built the sales team, and improved the recruitment process, achieving a record year for PPP's franchise recruitment through financial year 2012/13 (more than 2 & 1/2 times the previous year in sales turnover terms).
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  • Cp Ltd
    Managing Director
    Cp Ltd 2003 - Sep 2008
    Kent
    CP Ltd was a telesales agency, and during my tenure was the top new business acquirer for the UK SME division (PBOD) of Pitney Bowes - exceeding all Pitney Bowes defined sales targets. I successfully sold my shares & exited the Business late summer 2008.
  • Paperlink
    Director
    Paperlink 1999 - 2003
    London Wc1
    Commercial Stationer and Business Equipment Dealer - my first business venture and I gained a great deal of experience from it on many levels.
  • Peter Harris Racing Stables
    Owner Liaison Manager
    Peter Harris Racing Stables 1997 - 1998
    Tring, Herts
    Peter Harris was a multi-millionaire racehorse trainer based in Tring, Herts & was widely regarded as the pioneer of racehorse syndicate ownership. As a member of the owner Liaison office staff, I was in a team that was responsible for looking after the current & prospective owners of a string of 120 racehorses in training.
  • Pitney Bowes
    Sales Executive
    Pitney Bowes 1995 - 1998
    Redhill & Borehamwood
    Pitney Bowes Sales Exec - from new business sales executive to customer account manager - I was a successful 150%+ target achiever in all sales roles taken on through my time with the company.
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Jon Rose - Dipfa Certfs (Step) Cemap Cerer Mlibf Skills

Real Estate Investment Properties Property Start Ups Negotiation Sales Business Strategy Sales Management Selling Landlords Property Management Business Planning Landlord Investments Mentoring Small Business Marketing Strategy Entrepreneurship B2b Investors Residential Homes Business Development Online Marketing Team Building Financial Services Financial Planning Residential Mortgages Business To Business Business Development Consultancy Certified Mortgage Planning Estate Planning Retirement Planning Wills Trusts Financial Advisory Succession Planning Life Insurance Lifestyle Coaching Inheritance Tax Planning Inheritance Taxation Of Trusts Lasting Powers Of Attorney Powers Of Attorney Capacity Planning Money Management Trusted Business Advisor Forward Planning Buy To Let Lettings Capital Gains Tax New Business Development Independent Financial Advice

Jon Rose - Dipfa Certfs (Step) Cemap Cerer Mlibf Education Details

Frequently Asked Questions about Jon Rose - Dipfa Certfs (Step) Cemap Cerer Mlibf

What company does Jon Rose - Dipfa Certfs (Step) Cemap Cerer Mlibf work for?

Jon Rose - Dipfa Certfs (Step) Cemap Cerer Mlibf works for Suitable Life Group

What is Jon Rose - Dipfa Certfs (Step) Cemap Cerer Mlibf's role at the current company?

Jon Rose - Dipfa Certfs (Step) Cemap Cerer Mlibf's current role is Firm Principal and Financial Life Planner.

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Jon Rose - Dipfa Certfs (Step) Cemap Cerer Mlibf's email address is sa****@****p.co.uk

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Jon Rose - Dipfa Certfs (Step) Cemap Cerer Mlibf's direct phone number is +4479743*****

What schools did Jon Rose - Dipfa Certfs (Step) Cemap Cerer Mlibf attend?

Jon Rose - Dipfa Certfs (Step) Cemap Cerer Mlibf attended University Of Greenwich, Sutton Grammar School For Boys.

What are some of Jon Rose - Dipfa Certfs (Step) Cemap Cerer Mlibf's interests?

Jon Rose - Dipfa Certfs (Step) Cemap Cerer Mlibf has interest in Football, Badminton, Economic Empowerment, Politics, Property, Education, Self Development, Clay Pigeon Shooting, Squash, Horse Racing.

What skills is Jon Rose - Dipfa Certfs (Step) Cemap Cerer Mlibf known for?

Jon Rose - Dipfa Certfs (Step) Cemap Cerer Mlibf has skills like Real Estate, Investment Properties, Property, Start Ups, Negotiation, Sales, Business Strategy, Sales Management, Selling, Landlords, Property Management, Business Planning.

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