Jonathan joined Perspective in May 2023 when Brighter Financial Services joined the Group as Perspective (Brighter).
Jonathan has worked in financial services since 2008. Initially on the counter of a high street building society, then processing into management within branch and lastly becoming area mortgage adviser within the same firm. He joined Brighter Financial Services in 2016 as a trainee financial adviser and then progressed to senior independent financial adviser and operational management.
Jonathan enjoys helping clients plan and manage their money to reach their objectives, whether that be a new enquiry or reviewing current plans against clients’ financial objectives. Jonathan enjoys the variety of his role as no two days are the same. He builds strong long-lasting relationships with his clients and seeing them reach their goals is hugely rewarding.
Jonathan takes pride in seeing individuals within the practice with whom he has played a part in their development, and progress in their own roles.