Jon Francis Email & Phone Number

Managing Director @ Self Invested Portfolios

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Jon Francis Location

Swansea, Wales, GB

Jon Francis Work

2004 - now Managing Director @ Self Invested Portfolios
2013 - now Managing Director @ M4 Financial Group Ltd
1994 - now Managing Director @ Self Invested Portfolios

2015 - 2025 Consultant @ Bevan & Buckland Wealth Management
2012 - 2013 Director @ Howden Employee Benefits Formerly Workplace Pension Solutions
1995 - 2004 Co-Director @ FWR Financial Management Ltd
1993 - 1995 Financial Adviser @ C E Heath Financial Services Ltd
1990 - 1992 Financial Adviser @ Commercial Union Financial Services Ltd

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Jon Francis Education

University of Wales, Aberystwyth
BSc(Econ) Hons (Business/Managerial Economics)
1985 - 1989
Ynysawdre Comprehensive School
1979 - 1985

Jon Francis Skills

SIPPs
SSASs
ISAs

Unit Trusts
Investment Trusts
OEIC
Investment Management
Pension Fund Management
Shareholder Protection
Private Medical Insurance - Corporate and Individual

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Jon Francis Summary

Jon Francis, based in Swansea, Wales, GB, is currently a Managing Director at SIP Wealth Management. Jon Francis brings experience from previous roles at M4 Financial Group Ltd, Self Invested Portfolios, Bevan & Buckland Wealth Management Ltd and Workplace Pension Solutions (UK) Ltd. Jon Francis holds a 1985 - 1989 BSc(Econ) Hons in Business/Managerial Economics @ University of Wales, Aberystwyth. With a robust skill set that includes SIPPs, SSASs, ISAs, Unit Trusts, Investment Trusts and more. Jon Francis has 1 mobile phone numbers on RocketReach.

Jon Francis Phone Numbers

Found 5 phone numbers

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