Jonathan started his career in 1997, gaining qualifications and experience over 6 roles. He has had Fellowship of the CII/PFS since 2023 and is considering becoming a member of the SOLLA.
Jonathan most enjoys helping clients meet their own objectives and goals, but also highlighting financial issues clients are not aware of, educating clients and putting plans in place to make them and their families better off. He helps clients by providing a full range of independent financial advice to individual and corporate clients.
Outside of work he enjoys Specimen fishing, Cycling with various clubs and challenges from the UK to South Africa, Hiking in the UK with his wife and dog and 4 grown up children who keep him busy.
