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
• Investments
• 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!