Jon Avis
DipPFS
I am passionate about helping people take control of their finances, and have completely retrained from a successful career in the corporate world to become a financial adviser and to make a difference in my clients' lives. I help people from all walks of life, but particularly professionals, small business owners and those with complex estate planning needs.
About
Having held a number of roles in software and data development I had reached a plateau in terms of career progression and interest, creating a strong desire and motivation for professional change and personal growth. Following a death in the family I took the decision to change careers to do something that aligned to my interests and allowed me to help make a difference in people's lives. I have now been qualified for around 2 years, and have taken additional qualifications in Long Term Care* and Mortgages.
At Rhodes I am keen to grow my business, focusing particularly on clients with estate planning needs to mitigate the impact of inheritance taxes on their estates and help their families benefit from their hard work and diligence. I also help a number of professional clients who receive company equity as a significant part of their remuneration, and want to make the most of this opportunity to build wealth tax efficiently.
*This may involve a referral to Karehero, a care navigator and matching service provider, whose services are separate and distinct to those offered by St. James's Place.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
