Jon has been advising high net worth clients for over 20 years helping them meet their investment and wider financial objectives, with particular focus on entrepreneurs in London and the South East.

Prior to joining Oculus Wealth Management, Jon was a Client Adviser at UBS Wealth Management in Broadgate for over 7 years and at Barclays Wealth and Private Bank in Mayfair for 15 years. Over this time, Jon has developed a detailed knowledge on a wide range of financial investments.

He is a chartered member of the Chartered Institute for Securities & Investment and holds the Private Client Investment Advice & Management Certificate and the Financial Planning Certificate.

Jon lives in Orpington, Kent and is married to Julie with 2 grown up children. In his spare time he enjoys running, watching his local football team and going to see live music.