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Jonathan Myers DipPFS CeMAP

Financial Planner

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.

Jonathan Myers

Based

Halifax Office

66 West Street
Sowerby Bridge
Halifax
HX6 3AP

Telephone: 01422 832100

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Perspective (Brighter) is a trading style of Perspective (North East) Ltd which is authorised and regulated by the Financial Conduct Authority.

Perspective (North East) Ltd, Registered in England and Wales No 04163906 Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (North East) Ltd is a subsidiary of Perspective Financial Group Ltd.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk