This is Jonathan’s sixth year as part of our team, working with clients to help them achieve their goals. Jonathan covers all aspects of financial planning from mortgages to equity release and protection, moving through to investments and pensions.
What do you enjoy most about your job?
Helping clients and understanding their unique circumstances.
How do you most like to spend your time outside of work?
Keeping fit – long-distance cycling or running. Spending time with friends and family
Something guaranteed to make your day better…
The last TV series you recommended to someone…
“Breaking Bad” - it just gets better and better!
What makes you laugh?
An achievement you’re really proud of…
Completing my first ultramarathon in February 2020.
Something people might be surprised to learn about you…
I have a first-class degree in marine engineering.