I believe the biggest financial decisions in life rarely arrive as numbers on a page - they arrive as moments: a retirement announced, an inheritance received, a business sold, a family growing.

I'm Jon Glister, and I work with families, business owners, pre-retirees and their loved ones across Wales and the south west, helping them turn moments of change into confident, well-planned next steps.

My approach is simple: understand what matters to you and the people you care about first, then build a plan that protects it - for this generation and the next.