Jon Van Leer
Fellow of the Personal Finance Society, Chartered Financial Planner
Jon has worked in the private wealth sector since 1990 and previously held positions at Barclays Bank and Chase Manhattan Bank.
About
In 1991, he was invited to become a Founder Partner of the J. Rothschild Partnership (now known as St. James's Place) and he was eventually to join the company in March 1993. In recognition of Jon’s considerable contribution to the success of St. James's Place, the board saw fit to appoint Farrier Rose Wealth Management as a Principal Partner Practice in 2021.
Jon holds Chartered status through the CII, which is the profession’s gold standard for financial planners. Through further study and the achievement of additional professional qualifications in 2023, he was invited to be a Fellow of the Personal Finance Society.
“My aim is to provide a highly professional service with a caring approach that always puts the interests of my clients first. I know that our clients are the most important part of our business and that our future success depends on how well we advise you and help you plan for the future.”
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.
