Jonathan joined Hargreaves Wealth Management a Senior Partner Practice of St. James’s Place in 2023, after gaining over 10 years’ experience in medical governance and practice leadership, whilst working as the practice manager for a London based Dental practice. Before this, Jonathan attained a law degree and completed his Legal Practice Course at the Oxford Institute of Legal Practice. He then decided to undertake his Diploma in Regulated Financial Planning with St. James’s Place, driven by a desire to continue to support busy families and business people, as he had done in his previous career.
Jonathan is passionately committed to providing each of his clients with a holistic, tailored service, to ensure that their life choices are well supported by complimentary financial solutions. Throughout his career, Jonathan has been known for his diligence, his high quality, and his honesty and openness. He is friendly and approachable, and understands that being brilliant at the basics, whilst listening to his clients to understand their unique needs, allows him to give them the very best support.
Jonathan lives in Tunbridge Wells with his wife Amy, his son Dylan and his daughter Georgie. He enjoys either watching or playing most sports, including rugby, cricket and golf, when he can! Jonathan also loves dining out, cooking (often found to be wrangling with the pasta machine), and entertaining family and friends.