Your goals. Your future. Your financial plan.

Helping you achieve your life goals

 

Jon Price

YOUR GOALS

Will your financial plan help you achieve your goals?

Do you know if you have enough money to comfortably retire?

Are you confident you won't run out of money in retirement?

Are you making the most tax-efficient financial decisions?

Are you happy with how your investments and pensions are performing?

Do you understand the charges applied to your pensions and investments and how they might be eating into your returns?

Are your financial affairs simplified, consolidated, and aligned with both your short-term and long-term needs?

Are you aware of upcoming changes to pension rules and the impact to Inheritance tax and on your loved ones?

Have you thought about the legacy you want to leave and how you want your family financially supported?

If any of these questions resonate – or if you have other financial concerns – let’s have a no-obligation conversation.
Get in touch
about-clock

I'm Jon Price, and I run an independent financial planning firm based in Leamington, helping clients across the Midlands and South East take control of their financial futures.

I bring over 30 years of industry experience to every conversation. I originally qualified as an accountant before earning my diploma in financial planning – a combination that gives me a sharp eye for the numbers and a deep understanding of how to make them work for you. I pride myself on being an active listener; I believe the best financial plans grow out of strong, trusting relationships built over time.

I work independently as part of an authorised network ValidPath. Being part of ValidPath brings a range of benefits including a highly experienced technical team, compliance oversight and cutting edge technology.

My expertise spans pensions, investment strategies, protection, and tax planning. I don’t believe in one-size-fits-all solutions. Instead, I work closely with you to build a plan that genuinely reflects your life and your goals.

Get in touch

COMPANY STATS

Learn more in numbers

0
+
Years' experience
0
%
Independent
0
goal
Your financial future

WHAT THEY SAY ABOUT US

Testimonials

As a retired widow in her 80s I always felt comfortable with Jon from the start. He was extremely friendly, trustworthy and he really had my best interests at heart.

Bridget

BridgetKnowle

Jon is very personable.   He listened to me and fully understood my needs.  He put an estate planning trust solution in place to ensure our wealth was protected.

Jayne

JayneStratford

Jon spent time to understand my situation including my pensions. He determined my pension was underperforming and I was incurring high charges. He recommended that I moved to a better solution and got this all set up for me.

Alan

AlanBromsgrove

Jon sat down with me to fully understand my financial situation. He completed a comprehensive cashflow that allowed us to clearly see out financial picture on a page. We were so relieved to see that we had enough money to live out our retirement goals. I would fully recommend Jon.

Mike

MikeCoventry

Jon has been really helpful and fully understood my needs. He explained the current pensions and bond investments I had and proposed some changes that ensured these investments met my needs.

Ken

KenWarwick

Call Us Now

+44 7946 581066

Helping you achieve what matters most

    Request a Call Back