Jon Fisher

As Head of Wealth Management, Jon leads the Sedulo Wealth team and expertly splits his time between this responsibility and advising his clients. He’s a passionate advocate for putting clients’ needs at the very heart of financial planning and wealth management. Jon leads from the front, working with clients face-to-face as he has done over the last twenty years or so.

Jon has extensive experience working with high-net-worth individuals, including successful business people, wealthy families, and lottery winners. But whoever his clients, Jon sits alongside them, specialising in identifying goals and ensuring they’re on the right long-term financial path.

The best part about the role as a financial adviser has to be the relationships we build with clients, and the interesting people we meet along the way. I also love being part of the leadership team at Sedulo, because I have the opportunity to shape the future direction of the firm.

As Head of Wealth Management, and as a financial adviser I want to make sure our clients have a positive experience of working with us. That should feel they’re in safe hands and that we play a part – however small – in maintaining trust and integrity in our industry.