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Jonathan Carvell

Dip CII, Cert CII(MP)
I provide a bespoke financial planning service offering the benefits of 20 years of financial services experience to help you meet all of your financial planning goals, whatever they may be.

About

Jon started working within financial services 20 years ago and has forged a career which has seen him help countless clients achieve their dreams.

Jon's career has provided him with the opportunity to work with all client segments across the personal advice channel from young people starting out on life's journey to those in later life stages where the decumulation and transfer of wealth becomes key.

Jon has spent time working with small start up companies and large corporate entities providing not just financial advice but also business advice and helping people within industry to connect.

Jon has always been passionate about doing the right thing and has also spent three years as an auditor of financial services and advice ensuring that fair outcomes are achieved for all.

As a married father of two Jon has both the professional touch and the personal understanding around what is important to a client and their family.

Our experience of both personal and corporate wealth management and financial advice makes Outwoods Financial Planning a key partner for our clients, breaking down the fog that surrounds much of financial services and handing back control.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Mortgages and specialist banking
Finding the right mortgage for you can be a minefield. So we offer practical, clear advice on mortgages, loans, and financing, plus access to specialist banking services.

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 07/10/2022

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.

Outwoods Financial Planning is registered in England and Wales, Number 12404125. Registered Office: 19 Outwoods Street, Burton-On-Trent, DE14 2PL.