Jon Dilley

Jon Dilley is a Chartered Wealth Manager (FCSI) and Associate Investment Director at Rathbones. Based in Exeter and advising clients across the UK, he works particularly closely with business owners, families, trustees and charities throughout the South West and beyond.

Much of Jon's work centres on the moments that often shape a family's financial future: the sale of a business, an inheritance, retirement, and passing wealth to the next generation. He helps clients grow and preserve wealth through carefully managed investment portfolios, while keeping broader considerations such as estate planning and inheritance tax in view.

Jon's investment approach focuses on long-term thinking, quality businesses and disciplined portfolio construction. He is known for explaining complex financial matters in plain English and for working closely with clients, accountants and solicitors to ensure investment decisions support wider family and financial goals.