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Jonathan is an Independent Financial Advisor (IFA) working within the Financial Services team and has a family background in Financial Services, having worked in the industry for over 13 years.
Following university, he mainly worked in high net worth practices specialising in private clients, with a special interest in passive investment strategies that reduce cost and improve performance.
It is of paramount importance to Jonathan to simplify clients’ financial affairs in every way possible in order to help people plan for their financial futures and achieve their objectives.
Jonathan is based at the Oldham Head Office, but works out of the Hollinwood and Ashton offices as required.
A keen sportsman outside of work, Jonathan plays for Broughton Park Rugby Club and competes in Jiu Jitsu competitions, winning 2 golds and one bronze.