Jon-Paul Rougeolle

Jon-Paul is an independent financial planner based in Warwickshire, serving clients through the Midlands.

He takes a strategic approach with his clients, drawing up coherent, personal and realistic plans; helping them lead the life they want, without fear of running out of money.

Where care is required, the challenge is often distinct but stressful; the financial implications can be daunting, often confusing and harsh if you make a mistake.

By combining technical skills with a sympathetic approach to discussions Jon-Paul helps clients understand their present situation and identify what paths are likely to be most appropriate. 

To support this, Jon-Paul undertakes sophisticated modelling and analytics but is careful to explain such output in familiar language; rather than confuse clients, he wants to ensure they understand clearly what is being advised and why.

Jon-Paul is a founder/director of Cygnus Financial Planning a Chartered Financial Planner, a Fellow of the Personal Finance Society and is accredited as a Later Life Specialist through the Society of Later Life Advisers.

With over 15 years of professional experience helping clients structure their retirement and beyond, he’d be delighted to speak with you, without obligation, to see how he can help.