DipPFS, Cert CII(MP & ER)
Director, Financial Planner
After graduating from Lancaster University, Jon embarked on a career in financial services. He spent the early part of his career working for two of the largest insurance companies in the UK. Jon helped Independent Financial Advisers understand the financial solutions offered by these companies and how they could help meet the financial planning needs of their clients. Working in this role provided Jon with strong technical knowledge which helped considerably when he made the decision to become a Financial Adviser himself.
The move to becoming a Financial Adviser took place in 2007. Since then Jon has worked for both national and small boutique firms, constantly building on his knowledge and skills. Jon is able to communicate very effectively with clients and help them focus on what their goals in life are. Jon takes great pleasure in helping his clients achieve these goals by presenting financial planning solutions in a clear and understandable manner.
Jon’s vision of providing friendly, goal driven financial planning resulted in the founding of Westview Financial Services Ltd in 2015.
With over 20 years of experience within financial services, Mike has been working as a successful financial adviser since 2011. During his time in the industry, Mike has worked for a number of large multinational companies and alongside one of the UK’s most influential advisers. This experience has equipped Mike with a range of skills and given him an excellent understanding of the financial services industry.
Mike has developed the ability to take areas of complex financial advice and make them easy to understand. He is able to remove the jargon and provide clear, straight forward advice. This enables his clients to discover what they want their finances to achieve and ultimately obtain their goals and objectives.
Mike joined Westview in early 2016 as it offered an opportunity to provide an improved service while reducing the costs for a number of his clients.
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