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Jon Page

Financial Planning Technician
Nottingham
Jon Page headshot

Jon is a Financial Planning Technician, supporting the Financial Planners by creating tailored wealth management solutions for our clients and handling client queries.

Qualifications:

Dip PFS, Cert SMP

Memberships:

  • Society of Mortgage Professionals (SMP)
  • The Chartered Insurance Institute (CII)
  • The Personal Finance Society (PFS)

Latest insights

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Inside The Markets: Ep7 | UK gilts explained: why they’re back in focus for investors
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