Areas of expertise
Outsourced investment services for advisers
Jonathan has been within financial services for over 20 years, and joins the firm from Quilter Cheviot, where he was Business Development Director. He will be responsible for developing and enhancing relationships with financial planners and wealth managers across the East Anglia region.
Jonathan has also previously held positions with both pension and investment bond providers, and therefore brings a wealth of knowledge from his time across the financial services industry.