Jonathan is an Independent Financial Adviser with a wide range of industry experience in pensions, mortgages, life assurance, investments and staff benefits.
His approach to financial planning helps clients achieve their financial goals and objectives wherever they are on life’s journey and whether they are an individual or a business.
Jonathan helps clients to understand and make informed decisions around the choices they have at each stage of their lives towards retirement and beyond. He helps clients achieve the maximum income relative to their situation, utilising all tax allowances and taking the minimum investment risk to achieve their goals. Clients remain with Jonathan for the long term and frequently recommend him to colleagues’ friends and family. Jonathan is committed to achieving Chartered Financial Planner status and has been in the industry since 2002.