Jolyon Grant-Dalton

Financial Adviser

Jolyon is a Financial Adviser on the UK Team. He advises on multi-asset portfolios and estate planning for private individuals and their families.

Jolyon graduated from the University of Bristol in 2013 with a degree in Social and Political Science. He is a Member of the Chartered Institute for Securities and Investment. He holds the Investment Advice Diploma (CISI) and the Investment Management Certificate (CFA).

Jolyon joined the company in 2018. Prior to this, he worked at Succession Wealth (Aviva), bringing with him almost a decade of experience in wealth management and a particular focus on ensuring direct manager access to all clients to better understand aspirations, concerns, and specific needs.

Jolyon is an adviser for Blevins Franks Financial Management Limited (BFFM) which is registered with the Financial Conduct Authority in the UK. Jolyon is a Member of the Chartered Institute of Securities and Investments (CISI).

Office/s: London

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[email protected] +44 (0)20 7389 8133.

Blevins Franks Financial Management Limited (BFFM) is authorised and regulated by the Financial Conduct Authority in the UK, reference number 179731, to provide advice in the UK. Blevins Franks Wealth Management Limited (BFWML) is authorised and regulated by the Malta Financial Services Authority, registered number C 92917 to provide advice in Malta and other EU countries in line with its [IDD and MiFID] passporting permissions. It is authorised to conduct investment services under the Investment Services Act and authorised to carry out insurance intermediary activities under the Insurance Distribution Act. Where advice is provided outside of Malta via the Insurance Distribution Directive or the Markets in Financial Instruments Directive II, the applicable regulatory system differs in some respects from that of Malta. BFWML also provides taxation advice; its tax advisers are fully qualified tax specialists. Blevins Franks Trustees Limited (BFTL) is authorised and regulated by the Malta Financial Services Authority for the administration of trusts, retirement schemes and companies. BFFM, BFWML and BFTL are all part of the Blevins Franks Group Limited (BFGL) whose registered office is Gasan Centre, Triq il-Merghat, Zone 1, Central Business District, Mriehel CBD1020, Malta. This promotion has been approved and issued by BFWML and BFFM for respective use in the EU and UK.