Jon Lattin Email
Senior Financial Adviser @ PFP Wealth Group Ltd
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Jon Lattin Location
- Liverpool, GB
Jon Lattin Work
- 2025 -now Senior Financial Adviser @ PFP Wealth Group Ltd
- 2020 -2025 Senior Financial Adviser @
- 2016 -2020 Financial Adviser @
- 2014 -2016 Financial Services Manager @ Willson Grange Ltd
- 2005 -2014 Regional Manager @
- 2000 -2005 Area Financial Services Manager @
- 1995 -2000 Financial Planning Manager @
Jon Lattin Education
- Birkenhead School 1978-1985
Jon Lattin Skills
- Delivering Results
- Performance Management
- Team Leadership
- Compliance
- Sales Management
- Wealth Management
- Retirement Planning
- Wealth
- Mortgage
- Customer Relations
- Banking
- Investments
- Customer Service
- Negotiation
- Financial Services
- Strategic Financial Planning
- Recruiting
- Mortgage Lending
- Pensions
- Financial Planning
- Relationship Management
- Financial Advisory
- Management
Jon Lattin Summary
- Jon Lattin, based in Liverpool, GB, is currently a Senior Financial Adviser at PFP Wealth Group Ltd. Jon Lattin brings experience from previous roles at Reflect Financial Limited, Willson Grange, Willson Grange Ltd and Skipton Financial Services. Jon Lattin holds a 1978 - 1985 Birkenhead School. With a robust skill set that includes Delivering Results, Performance Management, Team Leadership, Compliance, Sales Management and more. Jon Lattin has 3 emails on RocketReach.
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