About Jon
I graduated from Loughborough University in 2008 with a BSc (Hons) in Mathematics, Accounting, and Financial Management. Shortly after, I joined AXA Framlington’s UK equity team as a Junior Private Client Portfolio Manager.
I joined Canaccord Wealth as part of the acquisition of Punter Southall Wealth, where I have led the AIM IHT Portfolio Service and broader UK equity offering since 2013. I am a CFA charterholder, hold a Diploma in Professional Studies, and have the Investment Management Certificate. I am also a Chartered Member of the CISI and was named in Citywire’s Top 30 Under 30 Wealth Managers in 2015.