Having carved out a successful career as a Financial Planner for a large insurance company, a high street bank and then later a local building society, Jonathan became disheartened by his employers’ focus on ‘sales’ over advice. This prompted a move in 2009 to self-employment to ensure that his clients received the time and levels of service that they deserved. Focussing on his interest in pensions, investments, tax and trusts, Jonathan began developing a business focussing on wealth management.
In January 2013 Jonathan joined Peter Taylor as a Financial Planner at PFC, offering his clients a tailored service and truly independent financial advice.
In my experience, for a catalogue of reasons, people often lose interest, or lack the expertise to manage an investment or pension once it is established. Thankfully, making money work is a passion of mine; that’s where I can add value.
Jonathan is a father-of-four and native Cumbrian. He prefers bikes to cars, tea to coffee and radio to television. Jonathan doesn’t have any spare time, but if he did he’d spend it wisely.
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