Pension and Investment Specialist
He is a Pension and Investment Specialist with over 20 years of experience within Financial Planning. Through his wealth of knowledge, Jonathan can make complex areas of financial advice more easily digestible for clients by simply spending time with them to understand their needs and objectives.
Jonathan is a Chartered Financial Planner and has passed the Advanced Financial Planning examinations in his specialist areas of AF1 Tax and Trust Planning, AF3 Pension Planning and AF4 Investment Planning. In addition, he has a Fellowship of the Personal Finance Society and Associateship of the Chartered Insurance Institute.
He is an avid charity fundraiser, having completed ironman distance triathlons, ultra marathons, the London Marathon, abseiling from a Titan Crane and a skydive!
Jonathan also enjoys spending as much time as possible with family and friends outside of work and when possible participating in sports activities, particularly golf, running and cycling.
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We are passionate about lifestyle financial planning to identify appropriate solutions to achieve the best outcomes for clients
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