Jon Hurst

Commander
DISC Type : D

Chartered Financial Planner and Director at Charles Dean Ltd at Charles Dean ltd

Nottinghamshire, England, United Kingdom

Overview

Jon Hurst is a Director and Chartered Financial Planner at Charles Dean Ltd, specializing in SIPP and SSAS pensions. His background at specialist pension providers like Mattioli Woods and Talbot & Muir gives him a rare and deep understanding of the administrative and regulatory aspects of financial planning.

Outside of work, Jon enjoys spending time with his wife, Melissa, who is also a director at the firm. He is an ardent supporter of Nottingham Forest Football Club.

Client testimonials frequently describe Jon as patient, approachable, knowledgeable, and reliable, noting his ability to make complex financial topics easy to understand.

Personality Overview

Impact-Driven

Strong-Willed

Decisive

More than the product, they care about the impact of the product.  They prefer to be the ones controlling the conversation or defining the terms. They like to move fast and expect the same from others.

Topics They Care About

Pension Planning
A Chartered Financial Planner with deep expertise in SIPP and SSAS pensions, helping clients with complex assets like commercial property.
Property Investment
He has experience helping business owners use their pension schemes to purchase commercial premises and has spoken at property investment events.
Financial Regulation
Holds Compliance Oversight (SMF16) and Money Laundering Reporting Officer (SMF17) permissions, indicating a focus on regulatory detail.

Media Appearances

Jon has no verified media appearances

Work History

5-2019
Chartered Financial Planner and Director at Charles Dean Ltd at Charles Dean ltd
4-2014
Independent Financial Advisor at Charles Dean ltd

Education

2006 - 2009
Education details unavailable from University of Leicester

More Information

Social Presence :

Prographics :

Exp : 11 Location : Nottinghamshire, England, United Kingdom Job Level : Mid-senior Designation : Chartered Financial Planner and Director at Charles Dean Ltd at Charles Dean ltd
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Insights For Selling To Jon

During A Call Or A Meeting

DO's

  • Refer to testimonials from well-known industry leaders
  • Objectively showcase the impact that your product creates
  • Speak about competitive differentiation that your product offers

DONT's

  • Avoid being a storyteller and don’t try to oversell
  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Do not spend too much time focusing on product tech or features

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jon is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Jon

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Jon move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Jon take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Jon

Personality Compatibility


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