Jon Francis Email & Phone Number
Managing Director @ Sip Wealth Management
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Jon Francis Location
- Swansea, Wales, GB
Jon Francis Work
- 2004 -now Managing Director @
- 2013 -now Managing Director @ M4 Financial Group Ltd
- 1994 -now Managing Director @ Self Invested Portfolios
- 2015 -2025 Consultant @ Bevan & Buckland Wealth Management Ltd
- 2012 -2013 Director @ Workplace Pension Solutions (UK) Ltd
- 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
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
- SIPP
- Pension Funds
- Wealth
- Pensions
- Investments
- Inheritance Tax Planning
- High Net Worth Individuals
- Financial Services
- Portfolio Management
- Financial Planning
- Retirement
- Financial Advisory
- Asset Management
- Wealth Management
- Strategy
- Microsoft Excel
- Private Medical Insurance
- High Net Worth
- Leadership
- Private Medical
- Corporate and Individual
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.
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