Jonathan is a Chartered Associate of the London Institute of Banking and Finance and holds a Diploma in Financial Planning from the Personal Finance Society (PFS).
Since 2013, he has dedicated himself to the financial services profession, starting his journey as an administrator and paraplanner before transitioning into a trusted Financial Planner.
This diverse background has given Jonathan a deep understanding of the processes, standards, and disciplines that underpin exceptional financial planning, all of which he brings into his client relationships.
Jonathan’s expertise is heavily focused on pensions and retirement planning, but what sets him apart is his genuine passion for personal development, both for himself and his clients.
He believes that financial planning is more than numbers; it’s about understanding individual goals and providing clear, unbiased advice that empowers clients to make informed decisions.
Living in Horsham, Jonathan enjoys life with his wife and two children. When he’s not helping clients, he can be found pursuing his love for health and fitness, whether it’s at the gym, running, or simply chasing his children around the park.
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