Jon Lattin

My 40-year financial career began at HSBC in 1985 and ended with them in 2005 as an Area Financial Services Manager, followed by Skipton Financial Services from 2005-2014 as Regional Manager, and now with St. James's Place since 2014. After years in senior management, I returned to direct advisory work in 2016, driven by my passion for helping clients achieve their financial goals. I take pride in building long-lasting relationships and delivering exceptional service to my growing client portfolio.

I qualified as a Financial Adviser in 1996, whilst simultaneously obtaining my Banking Qualifications. I expanded my expertise with Mortgage Advice Qualifications in 2005 and achieved my Diploma in 2009. With over 30 years in the industry, I've built a reputation for excellent service and establishing trust-based client relationships.

Family is my foundation and my wife and three daughters inspire me daily. I'm an active member at Oxton Cricket Club, still playing despite my "tender age." My leisure time involves watching football and cricket, travelling, and enjoying long walks with family. I also consider myself something of a food adventurer - I even have a certificate for conquering 10 of the hottest chilli chicken wings and surviving to share the story!

Meet Jon’s Financial Advisory Team

Your home may be repossessed if you do not keep up repayments on your mortgage

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.

PFP Wealth Group Ltd is registered in England and Wales, Number 13267152. Registered Office: Unit 8 Paragon Business Park, Red Hall Court, Wakefield, West Yorkshire, WF1 2UY.