After qualifying in accountancy over 20 years ago, Jonathan began to specialise in Private Client Tax, Investments and Pensions. Since then Jonathan has been advising clients on all aspects of personal financial planning.
Jonathan was appointed Partner at Arthur Anderson in 2000 and then moved to Deloitte in 2002 where he also held the position of Partner. In addition to his accountancy qualification, Jonathan also holds the Personal Financial Society Diploma, and has been a senior examiner for the Taxation and Trust exam for the Chartered Insurance Institute.
If you would like to discuss any of our services please call us on 0161 643 7078 for an informal conversation.
The value of an investment and the income derived from it are subject to market fluctuations.
You may not receive back the amount that you originally invested.