Jonathan has worked in financial services for the last 7 years, gaining experience in general insurance, banking and more recently the financial advice sector.
He is a qualified Independent Financial Adviser with exposure to both the corporate and private client markets, including:
- Pension and Retirement Planning
- Protection (Business and Personal)
- Inheritance and Estate Planning
- Private Medical Insurance
Jonathan is married with two children and lives in sunny Southport by the sea although, has rarely seen any sea to speak of!
View Jonathan's Statement of Professional Standing