Professional, personable and
here to help
Jon Pearce BSc (Econ) DipFA
Inheritance Tax Planning
Get in touch:
Phone: 07967 341367 / 01446 781336
Email: [email protected]
I have always worked in financial services, starting as a graduate trainee with Phoenix in Bristol. This was followed by three years with Scottish Widows and seven years with St James’s Place before I decided to become an independent adviser, eventually joining The St David’s Partnership in 2008.
Being face to face with clients is the part of the job I have always enjoyed, whether providing advice on Pensions, Investments or Financial Protection. I pride myself in on helping clients think through the issues and opportunities, even if this doesn’t lead to them purchasing a product.
Outside of work, I love spending time with my wife and my two grown up kids when we get the opportunity. We’re all passionate about horses and enjoying the Welsh countryside, but my particular loves are Rioja, log fires, Penderyn whisky and the Foo Fighters.
The St David’s Partnership is directly authorised and regulated by the Financial Conduct Authority (FCA), registration number 189117.
Our guidance and advice are subject to the UK regulatory regime and restricted to consumers resident in the UK. The information contained in this website is for general information only and is not financial, investment or tax advice.