Jon Cowgill
Bsc (Finance) DipPFS Cert CII (MP & ER)
I provide expert and tailored wealth management advice to individuals, families and business owners based across the South West and further afield. I seek to guide each client successfully through life's financial journey by helping them identify, understand and achieve their financial goals.
About
Helping to manage family assets and supporting business owners are our core businesses.
I focus on building long term, holistic relationships with my clients and helping my clients to build and preserve their wealth. I also help my clients to protect themselves against risk.
In my experience, people considering financial advice often say "But I'm not wealthy...", "I just want to simplify everything – I don’t really know what I have and where" or "I just want someone to take it all off my hands". I believe everyone can benefit from talking through their financials plans and concerns, and many of my clients have found the experience to be interesting and calming.
Supporting businesses
Having previously run a SME with 50 staff for 12 years, I understand the ups and downs that come with running a business. Business owners are often so focussed on their business they do not have time to plan for the future. As a consequence, my clients are busy, professional people, who have recognised the need for discipline in their personal finances and understand the value of partnering with a trusted adviser to manage their financial affairs. I have a passion to help business owners grow with value, attract the right funding and be exit* ready.
Most of our clients come to us via recommendations either within a family or from friends and business associates.
My professional expertise is recognised through holding a Diploma in Regulated Financial Planning and a BSc Degree in Finance, along with my belief in the importance of undertaking continuing professional development.
I am also a Member of the Society of Mortgage Professionals and the Personal Finance Society.
My clients can be assured that the advice I provide is up-to-date, comprehensive and relevant.
Early in my career I spent 15 years as a professional golfer, playing golf tournaments in the US and Europe as well as coaching individuals and teams to improve performance on the course.
I have lived in the South West for 30 years and I still enjoy playing golf, watching sport and spending time with my family.
*Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
