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 clients and find out what’s important to them. With this knowledge, I can produce a financial plan focused on a client’s goals, taking into account their personal situation. In addition, through the use of True Potential’s award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way.My clients are empowered to take control of their futures and have access to monitor their finances 24/7 online and via tablet or smartphone. As a result, they have the potential to reach their financial goals faster.I provide advice on Savings and Investments, Tax Planning, Retirement Planning, Protection, Trust and Estate Planning, and Business and Succession Planning.

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 fees seem unrealistic for the advice you want - and a solution to the stretched 'middle England' client that just wants solid financial advice without costing the earth!I am currently looking at taking on new clients across all areas of financial need and additionally tasked to develop a team of qualified Financial Advisers across Kent to enable Lighthouse to service a huge existing customer based.

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 earning in excess of £50,000pa.Balance of business income through all advice areas: Pensions, Investments, Mortgages & Protection make up approximately 25% of sales by volume, with higher earnings from Pensions & Protection.Keen 'early adopter' of new technology with experience of Exweb, Assureweb, Aequos, Tri-Gold, and other research engines when producing reports for clients. Very extremely computer literate utilising up-to-date technology to ensure maximum quality and efficiency.Experienced marketing through networking, seminars, the Kent show, telemarketing, producing marketing material professional networking and other marketing methods.Ensuring paper work is of a high standard. Including recording keeping, client report, suitability letters & follow up advice.Full multi layered sales for clients, providing advice across all areas of need.

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 take on their own client base. Targeted with minimum commission production of over £150,000 per annum through a minimum of 20 sales per month.

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.