“I am proud, and it has been my privilege to help hundreds of clients to achieve their financial and lifestyle objectives over the last three decades.”
- Locations
- Bristol, Cheltenham
Jonathan joined our Bristol office in 2020 and is a Financial Planner. He focuses on developing long-term relationships with his clients, providing a bespoke and personal service to achieve their long-term financial planning objectives.
He has provided face-to-face financial planning services to private clients for over 30 years. He has extensive experience of advising clients on the accumulation and decumulation of pensions and inheritance tax mitigation.
Jonathan started out working for Equitable Life Assurance Society and Halifax Bank of Scotland. He then moved to Hargreaves Lansdown, where he was a Senior Advisor for 17 years advising high-net-worth clients and businesses across a range of complex and technical financial planning matters. He is a Fellow of the Personal Finance Society and a Certified Financial Planner through the Chartered Institute for Securities & Investment.