After graduating with an International Finance & Banking Degree from Sheffield, Jonathon moved to London to embark on a career within financial services. Working as a Paraplanner for a Founding Partner of St. James’s Place, Jonathon excelled in his role and quickly rose to the role of Financial Adviser and is now working towards becoming Chartered.
Having seen first-hand the need for holistic financial advice, Jonathon works hard to build trusted relationships with his clients, and prides himself on delivering a truly comprehensive approach to wealth management that is tailored to the client. His clients appreciate the proactive face to face approach and the fact that Jonathon can work with them to create a plan and a long-term relationship to help achieve financial security and increase wealth in a tax efficient manner.
Outside of work, Jonathon has a keen interest in travel and sports, regularly taking part in skiing and diving trips. He is also committed to the St. James's Place Charitable Foundation.