Financial Planning Consultant
Jonathan has worked in the financial services industry providing advice since 2006. Having previously worked with a national advisory firm he has gained extensive experience in advising clients on their financial planning needs.
Jonathan provides advice to individuals as well as corporate clients with a focus on key areas including pensions, investments and Inheritance Tax planning. Looking after both new and existing clients, Jonathan ensures that his clients’ financial objectives are achieved utilising the most effective and tax efficient solutions.