Expertise

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.

Professional Qualifications

• BSc Mathematics
• CII Diploma in Regulated Financial Planning (DipPFS)
  – AF3 Advanced Pension Planning

Personal

Jonathan enjoys collecting records and runs an amateur cricket team in South London.