In September 1995, Jon set up his own Practice of IFAs, and has been in business owning and running an IFA Practice from that date until now. In September 2004 Jon decided to create a specialist IFA Practice called Self Invested Portfolios Ltd. This Company specialises in the creation and management of Self Invested Personal Pensions (SIPPs) and Small Self Administered Schemes (SSAS) for private and corporate clients.
Throughout Jon’s career he has always progressed through the wide range of professional qualifications available for Financial Advisers and became a designated ‘Fellow of the Personal Finance Society’ (FPFS) in 2006. By June 2007 Jon reached the highest professional qualification available to Financial Planners when he was awarded the title ‘Chartered Financial Planner’. In September 2007 Self Invested Portfolios Ltd was awarded the title ‘Chartered Financial Planners Practice’ – again the highest accolade available in the UK for IFAs.
From 2007 to date SIP Wealth Management has increased the ‘Funds under Management’ from approx £36m to approximately £76m by October 2010, and continues attract and be appointed to manage approximately £1m additional client funds each month. The Company expects to pass the £100m mark by the end of 2012.[/person] [person name=”Edward Lee” picture=”http://www.sipwealthmanagement.co.uk/wp-content/uploads/2014/05/Ed1.jpg” pic_link=”” title=”Financial Adviser” email=”email@example.com” facebook=”” twitter=”” linkedin=”” dribbble=”” linktarget=”_self”]
I have had over 22 years’ experience in the financial service world looking after the financial needs of my clients from those early days right up to the present day. My philosophy is centred entirely on my clients and concentrates on good client service, high levels of advice and strives to make things clear and understandable.
Though I advise across the financial spectrum and believe in an all-encompassing holistic approach, I do mostly specialise in the areas of investments, inheritance tax and trusts.
I love working for SIP as the company is like a family helping and supporting each other to make the client experience as positive as possible.[/person]
He started his career at Natwest Bank before leaving to take up a role as a Financial Adviser at Prudential. Here he gained much experience in advising clients on all areas of financial planning including Pensions, Savings and Mortgages. Roles with Birmingham Midshires Building Society and Legal & General followed before he entered the IFA world in 2002.
This started with Gosbee Morgan Financial Practice as a director and was followed by running his own Financial Services company based in Mumbles.[/person]