Jon Cains
Financial Planner
FCA reference number: JBC01104
I’m a Chartered Financial Adviser and have worked at Hargreaves Lansdown since 2011. I use my knowledge and experience to help clients achieve the things that really matter in life and support them with whatever gets thrown their way. I can help you to build a long-term financial plan that is personal to you and then look to develop a strong relationship to help you on that journey.
Expertise
Financial planning
Pensions and retirement planning
Taking retirement benefits
Savings and investments
Long-term care planning
Estate planning and inheritance tax planning
Trusts
Protection
Qualifications
Advanced Diploma in Financial Planning
Diploma in Regulated Financial Planning
Award in Long Term Care Insurance
Award in Pensions Update
Award in Financial Administration
Certificate in Life & Pensions
Awarded distinction for ‘Financial Planning Process’ paper
Region and method of advice
Based in Bristol, I offer flexible remote consultations typically by phone or video call to accommodate diverse preferences and locations beyond my catchment.
Approach and experience
I like to build strong relationships with my clients based on trust. I feel this is important given that I’ll be helping you make decisions which could affect your life in a big way.
I’ll build our relationship by listening carefully and getting into the details of your goals and current situation. I also think explaining complex matters in plain English goes a long way towards giving you confidence and peace of mind.
Personal interests
Before starting my career at Hargreaves Lansdown, I travelled the world and visited some amazing places such as India, Nepal, Vietnam and South America. Life moves on and my adventures are less grand these days. But I still enjoy travelling and exploring new places when I can. In my spare time I enjoy keeping fit, socialising with friends and spending time with my wife and two kids.