Jon Telford

Jon joined MSFS in 2004 and since then has been the driving force behind our advisory services. Jon has also overseen the move to discretionary wealth management. As well as being a Chartered Financial Planner and Pension Transfer Specialist, Jon also holds the Investment Management Certificate and is Managing Director of both our advisory and wealth management arms.

Jon advises clients across a broad range of areas from pensions to investment and protection, but this advice is all underpinned by his passion for investments and ensuring that once the initial advice has been provided, his client's monies are managed actively and responsibly. Jon believes that communication, trust and consistency are the key to a successful relationship with our clients.

Jon's other area of expertise is tax planning, advising his clients in the areas of income tax, capital gains tax and ultimately inheritance tax as they reach different stages in life. Jon works closely with other professional services to ensure that the optimum solution is found for his clients based on all their circumstances.