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, passing the three required exams over the course of a year.

Jonathan worked with Harry at Brewin Dolphin and J.M. Finn before rejoining him at
Raymond James as a Branch Principal. He has a proven track record of working
directly with clients and alongside IFAs to develop genuinely bespoke solutions
tailored to specific needs and aspirations.

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. Recently, he was awarded the
Freedom of the City of London at Guildhall. In Spring 2024, Jonathan completed
the London Marathon in just over 3 hours and 30 minutes, raising over £24,000
for Prostate Cancer UK as the top fundraiser.