Position: Wealth Manager
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Jonathan began his financial services career in 1997 and became an Independent Financial Adviser in Chester in 2002. Since then he has spent time with several companies to become an investment specialist, by gaining indispensable knowledge and experience across the spectrum of financial services.
Now working for MoneyDoctor Wealth Management, he works closely with professionals to identify individual, effective financial solutions. He prides himself on maintaining an incisive and current understanding of markets and products, and by dealing with clients in a dedicated, honest manner.
‘Jonathan is a diligent and skilled adviser who conduct thorough in order to ensure that his advice is sound and his clients are well looked after. He is an example of how this complex and important role should be done.’
Ian Penrose, SYZ Asset Management and Oyster Funds, UK Distribution Director