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Call:  0115 7722126

Email: team@balancewealth.uk 

I feel that it is important to make a positive difference by my actions.

 

Helping people to gain a clear insight into what their financial future looks like by delivering true lifestyle financial planning makes a tremendous difference, provides them with true financial security and gives me great satisfaction.

 

I also believe that it is important to lead a balanced life. My wife and two daughters are an important part of my life and during weekends and during holidays I like to spend time with them and our friends as well as engaging in my hobbies.

 

 

 

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Jon Thorpe

Financial Planner

I hold the Advanced Financial Planning Certificate (now known as the Diploma in Financial Planning) awarded by the Chartered Insurance Institute.

 

I am an Independent Financial Adviser (IFA).

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Background

I have been involved in financial planning since 1988 and began offering lifestyle financial planning in 1990.

 

I ran a financial planning practice throughout the nineties providing working predominately with business owners and have worked for both large and small financial advisory firms gaining valuable experience as time has gone by.

Qualifications

My role

What's important to me

I am a Financial Planner working with individuals who want to feel that their financial situation is well organised and have peace of mind and clarity about their financial future. I really enjoy this as I spend my time meeting a broad range of interesting people, discovering what’s important to them and helping them to achieve their objectives.

 

I am committed to delivering comprehensive advice that is designed to help my clients to identify, attain and maintain their desired lifestyle no matter what life may throw at them.

 

I also work with other professionals such as solicitors and accountants to ensure that the advice I deliver addresses all areas of my client’s situation and is delivered in a comprehensive manner.

 

I work with clients throughout Derbyshire, Cheshire and Staffordshire.

01244 794191 or 07712 463340

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