Jonathan Nugent Wealth Management was established in early 2018, when its Principal Jon Nugent accepted an invitation to join St. James's Place Wealth Management.
Prior to this, Jon has worked primarily in the North East of England giving holistic advice to clients for over 20 years. Some of this time working with International Wealth Clients and some specialising in the Teachers market.
Our ethos in financial planning is to act with the highest level of skill, care and diligence, ensuring that our clients receive the best possible outcomes which are specific to their individual needs.
As a Financial Consultant Jon provides a holistic financial planning service to all whilst specialising in giving advice to Teachers.
He has specialist expertise in the following areas of personal financial planning:
- Retirement planning and pension advice
- Savings and Investment planning, Intergenerational Wealth
- Protection advice – Including life, critical illness and Income protection (with some solutions being bespoke to Teachers)
- Education fee planning