Meet Jon
With over 22 years in the financial advice sector, I have gained extensive experience across multiple roles, from trainee adviser to IFA and business owner.
This journey has given me a deep understanding of what makes a financial advisory business successful. Over time, I found a passion for mergers, acquisitions, and recruitment, leading me to establish AMC Ltd to focus exclusively on supporting businesses and advisers in these areas.
About Jon
Jon Montgomery is the driving force behind AMC Ltd.
Bringing over two decades of hands-on experience in financial advice, business development, and strategic planning. His career began as a trainee adviser, progressing through roles as a restricted adviser and independent financial adviser (IFA) before successfully building and managing his own business. This journey has given Jon a deep understanding of the challenges and opportunities financial advisory firms face at every stage of their growth.
​
Jon’s expertise extends beyond financial advice - his work in mergers, acquisitions, and recruitment has made him a trusted partner for business owners looking to scale, restructure, or plan for succession. Having worked with firms of all sizes, from independent IFA's to large corporate financial institutions, he has developed an extensive network of industry professionals and a keen insight into what makes a business thrive in an evolving financial landscape.
What sets Jon apart is his personal, relationship-focused approach.
He understands that every business has its own unique circumstances, and rather than offering generic solutions, he takes the time to get to know his clients, their goals, and their long-term vision. His ability to connect the right people with the right opportunities has helped numerous firms grow sustainably, transition smoothly, and secure strong futures for both business owners and their clients.
​
Whether you’re an adviser looking for new opportunities, a firm seeking to expand, or a business owner planning your next move, Jon is committed to providing tailored guidance and support. His passion for helping businesses succeed is the foundation of AMC Ltd., and his hands-on approach ensures that every client receives expert advice that delivers real results.