Jon Livsey

DipPFS, CF8, CeMAP

I joined the Practice in 2022 after three years advising private clients. I create personalised financial strategies for business owners, professionals and families, simplifying complex decisions, protecting wealth and providing clear, practical advice aligned with long-term goals.

Addresses

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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Jones Regan Financial Planning is a trading name of Jones Regan Associates Ltd. Jones Regan Associates Ltd is registered in England and Wales, Number 16103027. Registered Office: Bank House, Market Square, Congleton, Cheshire, CW12 1ET.