Jonathan, started his career in financial services in 2006 as a broker support for Swiss Re and Gissings. Progressing from the fast pace of the City, he became an IFA at 21 and managed an eclectic client base of professionals and business owners for several wealth management firms. Following the introduction of RDR, he could see the growing support needs of advisers and used his first hand experience to form an outsourced paraplanning business.
Off the field, it’s all things outdoors; skiing, windsurfing, sailing, or putting in miles on his Italian road bike…if not cleaning it.