Jonathan has nearly 20 years of experience in the Financial Services industry, having worked in roles such as Mortgage Adviser, Bank Manager, Paraplanner and Financial Adviser.
He is dedicated to putting clients’ needs first, providing clear, unbiased advice, and treating their assets with the same care he would his own. Jonathan particularly enjoys seeing the positive difference sound financial planning can make to clients’ lives.
Outside of work, Jonathan plays rugby and cricket for local clubs. He previously represented London Wasps RFC during his university years and hopes to one day travel the world, with destinations like Hawaii, Iceland and Asia on his list.
