I've been advising clients since 2019, and what I enjoy most is the conversation - understanding what someone wants their life to look like before we talk about anything else. I'm based at MediaCity in Salford and work with people at every stage, from just starting out to winding down.
Livsey Financial Planning is a Wealth Management Practice based at MediaCity in Salford, working with individuals, families and business owners across the North West and beyond. We're here for people at every stage - those just starting to build, those in the thick of family and career, and those thinking about what comes after work. Whatever stage that is, the starting point is the same: a conversation about what you actually want, before anything else.
Jon Livsey began his career in financial services in 2019 and set up the Practice to do this work in the way he always felt it should be done - unhurried, personal, and built around the person rather than the paperwork. Most people arrive with more than they realise: a pension from an old employer, an ISA opened years ago, savings sitting quietly and doing very little. The value is usually already there. What's missing is the thread that ties it together, and that's the part we take care of - turning what you've built into one clear plan, and staying alongside you as life changes, because it always does.
As the Practice grows, our ambition is a modest one: to build a team that gives every client the same attention we'd want for our own families, and to still be sitting down with those clients in twenty years' time.
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.