Jon White Email & Phone Number

United Kingdom

As a Financial Adviser with True Potential Wealth Management, part of the successful True Potential Group, I am committed to delivering better value, choice and results for my clients.With over 15 years experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.I take the time to get to know my.

Rochester, United Kingdom

After attaining my Level 4 qualification, Lighthouse have asked me to provide financial advice to individuals & businesses across Kent & London.With a solid proposition, I can offer my clients a unique service providing a bespoke financial solution whether the client wants restricted, researched or full unrestricted, whole of market advice.Ideal if advice.

Epping

Self motivated and directly authorised by the FSA, I am targeted to produce £60,000 of commission and fees through self produced leads & marketing. Fully CAS status and over the past three years I have continued to demonstrate the following skills:Self produced appointments, building a client base of approximately 50 medium to high net worth clients.

Financial Adviser

Financial Adviser

City based financial adviser dealing with high net worth clients across all areas of prudent financial planning.

2004 to 2006IFA in a busy City-Based Financial Advice Provider utilising 'trainee' IFA's to produce appointments and provide administrative support, whilst receiving on-going training from me.Key Skills:Self generating appointments from professional, city-based individuals.Training, coaching and supervising a team of three trainees to a standard where they.

My main task was to increase Friends Provident market share by direct support of Independent Financial Advisers. Based in South-West London I developed a panel that in 2002 was 3rd best producing panel in the South East and 16th in the country.