Jonathan graduated from Loughborough University with First Class Bsc (Hons) in Construction Engineering. He started his career at Barclays before completing the Brewin Dolphin graduate training programme as their leading graduate. During his five years there, he achieved both his CISI Investment Advice Diploma and CISI Masters in Wealth Management in the fastest time possible at Brewin Dolphin.
Jonathan worked with Harry at Brewin Dolphin and J.M. Finn before re-joining him at Raymond James as a Branch Principal. Jonathan has a strong track record working alongside IFAs to create genuinely bespoke solutions that are tailored to your client’s specific needs and aspirations whilst aligning these with the financial plan you have created.
Jonathan is a Chartered Fellow of the CISI and sits on the panel for the Portfolio Construction Theory examination. He is a keen sportsman and enjoys playing and watching most sports, including football and golf. He is a Tottenham Hotspur season ticket holder and has a golf handicap of 8.