Jonathon Williams
Independent Financial Adviser
Jon is an Independent Financial Adviser with more than 12 years of experience in the financial services industry. Holding a Diploma for Financial Advisers (DipFA) with Distinction from The London Institute of Banking and Finance, he brings a wealth of expertise to his clients. Jon specialises in delivering bespoke financial advice to individuals and businesses alike, whether you're a hard-working professional or a company with a multi-million-pound turnover.
WHY BOOK WITH JONATHON
- Retirement & pension planning
- Investment planning
- Tax mitigation strategies
- Personal & business protection
- Cashflow modelling
FULL BIOGRAPHY
Jon is an Independent Financial Adviser at Beesure, a family run firm located on the outskirts of Newport and Cardiff. With a strong focus on providing personalised, ongoing client services, Jon helps both individuals and businesses grow their wealth in a tax-efficient manner, while protecting it from potential risks.
His approach is centred on creating tailored financial plans designed to meet the unique needs and aspirations of each client. By conducting a holistic review of your current circumstances, Jon ensures that clients remain on track to achieve their financial goals, proactively addressing any challenges that may arise along the way.
Jon’s expertise spans a wide range of clients, from working-class individuals to small and medium-sized enterprises (SMEs) with multi-million-pound turnovers. He is adept at delivering financial strategies that cater to the diverse needs of each client, always striving to offer practical, effective solutions.
Collaboration is key to Jon’s success. He works closely with trusted professionals, including accountants and solicitors, to ensure his clients receive a expert service that addresses all aspects of their financial situation. Additionally, Jon is always open to building new professional relationships that can further enhance the quality of service he provides.
Jon is passionate about making financial advice accessible to everyone. He firmly believes that finances are deeply personal and takes great pride in helping individuals, particularly those who might not traditionally have access to such services, navigate their financial journeys with confidence and clarity.
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