Jon Ellis

With over 30 years’ experience in financial services, I have held senior roles across leading organisations including Norwich Union/Aviva, Zurich, Openwork and St. James's Place. My career has focused on building strong professional, banking and network relationships, alongside advising clients through my own advisory business. I first worked with the PFP Wealth team while at St. James's Place and was impressed by their ethos. Joining PFP Wealth was a natural step, allowing me to focus on what I enjoy most: helping clients achieve their financial goals.

I continue to develop my qualifications in line with industry requirements and hold a Diploma in Financial Advice. My specialist areas include protection planning, inheritance tax planning, and investment strategy. This specialism is supported by experience in building an investment proposition and an understanding of fund strategies, as well as the need for advice in this area.

Outside work, family is my priority. I have been married for over 26 years, and we have two daughters, each building their own path in life. Living in Derbyshire, south of Sheffield, gives me plenty of opportunities to enjoy walking. I’m also a Sheffield United season-ticket holder, I swim most mornings for fitness and enjoy discovering new places to eat and travelling with my wife.

I would be pleased to discuss your financial goals and how I may be able to help. Please contact me by mobile, office telephone or email using the details below.

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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.