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financial advice - wealth management - financial management - investment advice - pension advice - inheritance tax
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Jon Cobb
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Jon worked with Lloyds of London before moving to a National IFA in 1995. His particular focus is asset management, and he is responsible for the fund choice and asset allocation.
Jon is a Christian, and is married with three children. He is also actively involved in his church, and also enjoys angling, cricket and soccer. Both Jon and Graham speak regularly at a number of different venues on the subject of money from a biblical perspective.
Qualifications:
- Financial Planning Certificate Papers 1, 2, 3
- AFPC - Advanced Financial Planning Certificate (CII)
- Dip PFS - Personal Finance Society Diploma (PFS)
- G10 - Taxation and Trusts (CII)
- G20 - Personal Investment Planning (CII)
- G70 - Investment Portfolio Management (CII)
To contact Jon email Jon.Cobb@twm.uk.com |
If you would like a Trinity Wealth Management advisor to contact you then please click 'Contact Us' below and complete the response form.
Trinity Wealth Management Limited, is an independent financial advisor, St Albans, and an appointed representative of Financial Professional Limited which is authorised and regulated by the Financial Services Authority. |
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| Trinity Wealth Management Ltd - T: +44 (0) 1727 851123 - F: +44 (0) 1727 858083 - E: info@financial-advisers.com |
| Cedar Court, 6c Parkway, Porters Wood, St Albans, Herts AL3 6PA |
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Reg office: 15 Home Farm, Luton Hoo Estate, Bedfordshire LU1 3TD. Reg in England No: 423310
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