Jon Lee
DipPFS
Jon is a founder Director of Throgmorton Associates Wealth Management and has been in financial services for over 35 years - providing personal face to face holistic financial planning since 1986 to both private and corporate clients.
About
Jon believes everybody deserves the same high level of service and attention and strives to maintain this by building a trusting and strong relationship with all of his clients, whilst managing and advising on their ever-changing financial requirements.
One area Jon concentrates on in is Defined Benefit schemes and is an accredited adviser in this specialist area as he’s always had a keen interest in retirement planning and everything that this subject entails.
Outside of work Jon is a keen road cyclist and has taken part in several charity rides organised by Radio WM where he’s raised money for Kidney Kids Appeal, Comic Relief and Molly Olly’s Wishes amongst others.
He has also tackled some of the Tour De France routes as well as cycling between Bordeaux and Barcelona – so just the small matter of the Pyrenees to climb there then!
Testimonials
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.
