Jonathan Eswaran
Jon has worked in the financial services industry for nearly twenty years, initially with The Cooperative Bank and then AXA Wealth Management before joining St. James's Place in 2014.
He has a bachelor of science in economics, finance and banking and a wealth of industry experience.
Jon prides himself on building long term relationships with his clients and providing a bespoke and personal service. He advises in all aspects of financial planning including retirement planning, savings and investment planning, estate and inheritance tax planning and protection for both individuals and businesses.
Having graduated with a degree in economics, finance and banking, I joined a graduate scheme with a large UK bank where I ultimately worked with high net worth clients to provide a holistic, high level financial planning service.
My approach is to provide my clients with a strategic and methodical approach to their wealth management and financial planning, with an emphasis on building and maintaining long term trusted relationships.
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.
