Expertise
- Estate planning
- Inheritance Tax Planning
- Investments
- Retirement & Pension Planning
- Holistic Financial Planning
- Corporate Investment
- Wealth Management
- Protection
- Business Protection
- Share Protection
- Auto-Enrolment & Group Pension
- Cash management
- discretionary fund management
- Private Medical Insurance
- Lifetime Mortgages (Over 55s)
- School Fees Funding
- Long Term Care planning
Summary
Chartered Financial Planner covering all areas of personal and corporate financial advice.
Experience
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Jon Ingarfill Financial Planning
Owner
1 - 5 Employees 2013 - CurrentChartered Financial Planner providing hollistic face to face Wealth Management advice and guidance on all aspects of financial planning. I specialise in Retirement and Estate Planning, bringing extensive experience to both individuals, and companies. I pride myself on helping you to see a better and more secure future for yourself and your family.
Jon Ingarfill is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).
Qualifications
Chartered Financial Planner, and member of the Chartered Insurance Institute, and Personal Finance Society.
Clubs and Associations
Member of the Bedford Chamber of Commerce.
