Jonathan Bolton

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.