Jon Cobb, Director and Co-founder

jon cobb financial advisor st albans hertfordshireWhilst very skilled in all aspects of financial planning, Jon’s particular focus is asset management, and he is responsible for the fund choice and asset allocation.

Having worked in the finance industry for more than twenty years, Jon has a wealth of experience and knowledge to offer. His work experience includes working in Lloyds of London before working for a national independent financial adviser.

He shares the Trinity passion for bringing a holistic approach, coupled with the sound principle of diversification, to the financial advice his gives his clients.

Jon is married with three children. He has visited the Dominican Republic to assist in house building and school projects for Haitian refugees and the children living on rubbish tips. This was in his role as a non-executive trustee for Mission Direct, a charity supported by TWM’s charitable trust, Trinity Ministries. He is also very keen on sport – angling, cricket, soccer and boxing.

He is an accomplished speaker either alone or with his co-director, Graham Cleveland.

Qualifications:

  • Financial Planning Certificate Papers 1, 2, 3
  • AFPC - Advanced Financial Planning Certificate (CII)
  • Dip PFS - Personal Finance Society Diploma (PFS)
  • G10 - Taxation and Trusts (CII)
  • G20 - Personal Investment Planning (CII)
  • G70 - Investment Portfolio Management (CII)

To contact Jon email Jon.Cobb@twm.uk.com

To enquire about any of the above services – Financial Planning as well as the On-going Review Services please click here,
OR phone +44 (0)1727 851123 Fax +44 (0)1727 858083 or email us on info@twm.uk.com