Meet the Team / Jon Jugg

Jon Jugg

Jon Jugg -

Jon has been supporting Jody and his clients for almost 3 years and is Jody’s front line of customer service. He also provides first-class technical administrative support. You will often find him on the phone helping our clients or being in contact with them or our providers via email or post.
Jon has worked in financial services since 2005, initially as an Administrator at a small IFA in North Bristol with Jody, and then as a Client Service Administrator and Systems & Operations Analyst at a small Financial Planning firm in central Bristol, before working again with Jody. He has always been involved in front-line customer service, as well as being our key support in the running of our financial planning business.
Jon gained his Diploma for Financial Advisers in 2015, Certificate in Mortgage Advice in 2017 and Certificate in Equity Release in 2018, providing a strong all-round knowledge in financial planning.
Jon is married and has two young boys, who are growing up far too fast! He likes to spend time with his family, being in the outdoors and playing board games. Jon is also heavily involved in the children’s and young people’s groups at his local church.