Our People
Jon Marshfield
Adrian McCabe
Paul Porter
Ian Ferguson
Huw Powell
Simon Eatwell
David Freke
Jon has over 25 years experience in financial services. He started as a trainee with a leading life assurance company in 1981 and went on to serve as a Broker Consultant, supporting and dealing with financial advisers.
Jon moved on to become a top-performing Sales Representative with another leading insurer before qualifying as an Independent Financial Adviser in 1997 and joining a firm in Shepton Mallet. He was involved in the setting-up of Moore Stephens Financial Services in Bath the following year.
Jon is a Fellow of the Chartered Insurance Institute. This premier qualification is testimony to his technical knowledge, business skills and achievements. Although occupying a senior management role, Jon remains focussed on the firm’s core business and is wholly committed to his clients.
Although he would probably identify pensions and investment planning as his prime areas of attention, he enjoys the inherent variety that the role of Financial Adviser offers. He continues to enjoy meeting people and dealing with those who seek his help to achieve their financial objectives.