Jonathan began his career in 2005 working for a small Independent Financial Advisory practice. He became an adviser in 2014 having worked within a technical support capacity for many years. He works from a holistic advice perspective, taking into account all aspects of a client’s objectives, in order to work together to create a financial plan.
Jonathan’s work is predominantly with private individual clients and small to medium sized businesses.
- BSc Mathematics
- CII Diploma in Regulated Financial Planning (DipPFS)
- AF3 Advanced Pension Planning