Jonathan Smith

Jon started his career at Lloyds Bank in 1993, providing generational financial advice to clients; many of whom are still his clients! Jon moved to J Rothschild Assurance in 1998 and started to develop an interest in Inheritance Tax mitigation and trust work. In 2003 he joined Sterling and Law and expanded on his specialist areas, as well as developing the practice. That makes 26 years of helping people with their finances!

Jon started working with trusts and estate planning in 1998, building up technical expertise that has resulted in him working with many local solicitors and professional trustees. Due to his expertise in trust work, Jon often works with multiple generations of the same family; advising grandparents, parents and children and allowing a deep understanding of each family’s needs and wishes to be built.

Jon enjoys the variety of his role. No two days are the same! His favourite moments are when clients who are confused about their finances or uninterested in the process become engaged and begin to understand their situation.

The friendly, professional work environment the team have created is something Jon is proud of. Everyone in the office has evolved to become known individually by the clients and integral to the process.