Harrison Jones Email

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Director - Wealth Manager @ (February 2025 - Present)
Financial Planner @ (August 2022 - March 2025)
Paraplanner @ (September 2021 - November 2022)
Associate - Client Delivery @ (November 2020 - September 2021)
Assistant - Client Delivery @ (December 2019 - November 2020)
Professional Cyclist @ (January 2019 - December 2019)
Professional Cyclist @ Vitus Pro Cycling (January 2018 - December 2018)
U23 Cyclist @ Polartec Alberto Contador U23 Cycling Team (January 2017 - December 2017)
Professional Cyclist @ Pedal Heaven Race Team (January 2015 - December 2015)
Assistant @ Moto Rapido Ducati (January 2012 - October 2014)
Summer Internship @ (July 2013 - August 2013)

The Chartered Institute for Securities & Investment (The CISI)
Private Client Investment Advice & Management
2024
Chartered Insurance Institute
AF4 - Investment Planning
2021-2023
Chartered Insurance Institute
CF6 - Certificate in Mortgage Advice
2022
Chartered Insurance Institute
JO5 - Pension Income Options
2022
Chartered Insurance Institute
AF7 Pension Transfers
2022
Chartered Insurance Institute
Regulated Pension Transfer Specialist
2022
Chartered Insurance Institute
(RO3 Personal Taxation)
2021-2021
Chartered Insurance Institute
(R05 Financial Protection)
2021-2021
Chartered Insurance Institute
Diploma in Regulated Financial Planning - Level 4
2021-2021
Chartered Insurance Institute
RO4 - Pensions and Retirement Planning
2021
Chartered Insurance Institute
R06 - Financial Planning Practice
2021-2021
Chartered Insurance Institute
RO1 Financial Regulation and Ethics (Financial Planning and Services)
2020
Tunbridge wells grammar school
(Business/Managerial Economics)
2008-2015
Chartered Insurance Institute
(R02 Investment Principles & Risk)
2021

Harrison Jones, based in London, England, GB, is currently a Director - Wealth Manager at Calyx Private Office LLP. Harrison Jones brings experience from previous roles at Evelyn Partners and Tilney Group. Harrison Jones holds a Private Client Investment Advice & Management @ The Chartered Institute for Securities & Investment (The CISI). Harrison Jones has 1 emails on RocketReach.

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