Jon Thorpe

Contact Jon

01332 492126

07712 463340

Riverside Chambers, Full Street, Derby DE1 3AF

Meet the team

Enthusiastic, knowledgeable, and committed to making a difference.

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My role

I am a financial planner working with individuals who want to ensure their finances are well organised and they have a plan in place to meet their future goals.

I believe in giving my clients peace of mind and clarity about their financial future.

I am committed to delivering comprehensive financial planning, 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.

I work with clients throughout Derbyshire, Cheshire and Staffordshire, meeting a broad range of interesting people, discovering what’s important to them and helping them to achieve their objectives.

Background

I have worked in the profession since 1988 and began offering lifestyle financial planning in 1990.

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

What’s important to me

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

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

I also believe in leading 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, which includes painting miniature models.

Qualifications

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

I am also a Financial Life Planner having trained at the globally recognised Kinder Institute of Life Planning.