Jon Franks Email
Wealth Planner @ Succession Wealth
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Jon Franks Location
- United Kingdom
Jon Franks Work
- 2025 -now Wealth Planner @
- 2021 -now Director @
- 2024 -2025 Financial Planner @
- 2017 -2024 Head of Financial Planning Analysis @
- 2013 -2017 Senior ATS Associate @ Veracity Asset Transformation Service
Jon Franks Education
- University of Bristol
(Cancer Biology & Virology)
2005-2008
Jon Franks Skills
- Wealth Management
- Retirement Planning
- Financial Services
- Pensions
- Investments
- Series 63
- Strategic Financial Planning
- Surveyor
- Customer Service
Jon Franks Summary
- Jon Franks, based in United Kingdom, is currently a Wealth Planner at Succession Wealth. Jon Franks brings experience from previous roles at R-TECH Materials, True Wealth Group and Veracity Asset Transformation Service. Jon Franks holds a 2005 - 2008 University of Bristol. With a robust skill set that includes Wealth Management, Retirement Planning, Financial Services, Pensions, Investments and more. Jon Franks has 3 emails on RocketReach.
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Top Succession Wealth Employees
Claire Barker
Head of External Communications
United Kingdom
Mark Rogers
Chartered Financial Planner
Birmingham, GB
Simon Collins
Head of IT Service
Edinburgh, GB
Roger Marsden
Chief Executive Officer
Durham, GB
Steve Willis
Chief Financial Officer
Plymouth, England, GB
Jonathan Cornish-Varley
Director of Paraplanning
Norwich, England, GB
Charlotte Davey
Director of Strategy and Propositions
United Kingdom
Harmesh Dhaliwal
Head of Operational Readiness
United Kingdom
Adrian Webb
General Counsel and Company Secretary
England, United Kingdom
Charlotte Turner
Head of Recruitment
Plymouth, GB
Andrew Harris
Director of Propositions
Southend-on-Sea, GB
Chris Truman
Chief Technology Officer
United Kingdom
Ben Kolmann
Head of IT Systems
Amersham, GB
Olivia Mitchell
Head of Revenue and Income Assurance
Plymouth, England, GB
Mike Tunstall
Director of Risk
Pershore, GB
Scott Woodward
Head of Marketing
United Kingdom
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