Throughout his career, he has helped clients make informed decisions about their finances, with a particular focus on investment and pension planning.
He holds the DipPFS qualification and has extensive experience advising clients across a wide range of financial planning needs. Jonathan specialises in investments and pensions, helping clients create strategies that support both their current lifestyle and future ambitions.
Jonathan takes a holistic approach to financial planning, believing that every recommendation should be considered in the context of how a client lives today and how they want to live in the future. He enjoys helping clients build plans that support their long-term goals and provide confidence for the years ahead.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.