Jon Cobb, Director & Co-founder
of Trinity Wealth Management 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.
Whilst
very skilled in all aspects of financial planning Jon's particular focus is asset
management, and is responsible for the fund choice and asset allocation.
He shares the passion for bringing financial biblical principles into the financial
advice his gives his clients. Jon says:
"Many people may be
surprised to learn that basic investment principles, such as diversification,
are mentioned in the bible. It never ceases to amaze me how the bible covers all
areas of our lives - even our finances." Jon
has been made a non-executive Trustee for Mission Direct, a charity that their
Charitable Trust, Trinity Ministries, support. With Mission Direct Jon has been
to the Dominican Republic to assist in house building projects for the children
living on rubbish tips. Click here to read more
Jon is an accomplished speaker either alone or
with his co-director, Graham
Cleveland, through their Charitable Trust, Trinity
Ministries, will give talks and seminars about the Biblical
principles for personal and business finances to Churches, Church
Leaders and Christian Organisations.
Jon
is married with three children. He is very involved with his local church and
men's group. He is very keen on sport - enjoys angling, cricket, soccer and boxing. 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 | 
