Jon Hall

Director & Financial Planner @Sustainable Wealth Management

Manchester, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2021 — Present

Director & Financial Planner @Sustainable Wealth Management

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Manchester, GB

EDUCATION

1990 — 1993

University of Nottingham

BEng(Hons), Manufacturing Engineering and Mangement

SKILLS

Mutual FundsAsset AllocationSavingsChartered Financial PlannerPortfolio ManagementRetirementBondsStrategic Financial PlanningFixed IncomeFinancial PlannersFinancial PlanningMortgage LendingProtectionRelationship ManagementPensionsSippStructured ProductsInheritance Tax PlanningWealthFinancial RiskAsset ManagementStakeholder ManagementPension FundsFundingWealth ManagementFinancial AdvisoryTrustsCritical IllnessEstate PlanningHedge FundsRetirement PlanningIncome ProtectionLife InsuranceInvestmentsFinanceFinancial MarketsWealth Management ServicesHigh Net Worth IndividualsInvestment StrategiesAlternative Investments

ABOUT JON HALL

I’m a Chartered Financial Planner who helps clients identify what matters most and turn those priorities into a practical financial plan. Using cashflow modelling, I translate goals into clear, testable pathways and show what’s needed to make important objectives achievable. I combine evidence‑based planning with straightforward communication and a pragmatic approach to risk. If you value a focused, long‑term partner for retirement and investment planning, I can help.

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Jon Hall — Director & Financial Planner at Sustainable Wealth Management in Manchester, GB | Unifers