In September 1995, Jon set up his own Practice of IFAs, and has been in business owning and running an IFA Practice from that date until now. In September 2004 Jon decided to create a specialist IFA Practice called Self Invested Portfolios Ltd. This Company specialises in the creation and management of Self Invested Personal Pensions (SIPPs) and Small Self Administered Schemes (SSAS) for private and corporate clients.
Throughout Jon’s career he has always progressed through the wide range of professional qualifications available for Financial Advisers and became a designated ‘Fellow of the Personal Finance Society’ (FPFS) in 2006. By June 2007 Jon reached the highest professional qualification available to Financial Planners when he was awarded the title ‘Chartered Financial Planner’. In September 2007 Self Invested Portfolios Ltd was awarded the title ‘Chartered Financial Planners Practice’ – again the highest accolade available in the UK for IFAs.
Alison is a fully qualified chartered accountant and our audit partner along with Harri. Anyone who knows Alison will know that she is very passionate about all of her clients.
Alison works within our Audit team helping clients meet their audit and accounts compliance, but also reviewing and advising on the ever changing accounting and commercial issues. Alison also works within our Charities and Housing Associations teams and runs regular Charity training courses.
Paul is a qualified chartered accountant who has specialised in tax for nearly 15 years. He leads our tax team as tax partner and has previously worked for Big 4 firms in South Wales.
Paul and his team deal with a broad range of taxes, both corporate and personal – advising on areas such as R&D (Paul previously headed the regional R&D Tax Team at PwC), patent box, capital allowances through to specialist share option schemes.
Paul is passionate about working closely with his clients to provide pro-active tailored advice to minimise their tax liabilities.
He started his career at Natwest Bank before leaving to take up a role as a Financial Adviser at Prudential. Here he gained much experience in advising clients on all areas of financial planning including Pensions, Savings and Mortgages. Roles with Birmingham Midshires Building Society and Legal & General followed before he entered the IFA world in 2002.
This started with Gosbee Morgan Financial Practice as a director and was followed by running his own Financial Services company based in Mumbles.
A graduate in Mathematics and Management, Harri is a fully qualified ACA accountant and working welsh was appointed as a partner in May 2010. Harri works within our audit team bringing his skills and experience in developing systems and controls and in assessing risk to all of our clients. Harri is a regular business presenter, TV and Radio commentator. He is also very passionate about raising the profile of local businesses and sits on the West Wales committee for the South Wales Chamber of Commerce. Harri is also a fluent Welsh speaker managing our Welsh language team.
Caroline became the Partner in the Pembroke office in 2001. Prior to that she worked in the Haverfordwest office for a number of years. She relocated to Pembroke when Charles Clewett retired.
Caroline is married to Chris and has four children.