Senior Partner Practice of St. James's Place Wealth Management
In 2008, Jonathan joined an award winning local company in Essex, in January 2014 Jonathan was appointed to the position of Managing Director at the firm and moved from focusing primarily on offering in-depth bespoke financial advice to full financial planning and onto the main board.
In May 2016, Stephen & Mark invited Jonathan to join Atlantic Wealth Management in the role of Operations Director. Jonathan saw this as an excellent opportunity to join a Senior Partner Practice of St James Place, a FTSE 100 company that is fast growing and has an impeccable reputation.
Jonathan is responsible for ensuring that the day-to-day operations of the business runs smoothly. The main responsibilities include developing a clear vision for operations that support the achievement of the business’ objectives, liaising between Wealth Managers and Partner Support and harnessing a working environment which encourages team work, energy and creativity.
Jonathan’s qualifications include a Diploma in Financial Advice (DipFA), CF1 UK Financial Services, Regulations and Ethics, CF2 Investment and Risk, CF3 Financial Protection, CF4 Retirement Planning and CF5 Integrated Financial Planning.
His interests outside of work include cooking, visiting museums, architecture, theatre and the Arts.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Atlantic Wealth Management is a trading name of Atlantic Wealth Management (UK) Ltd. Atlantic Wealth Management (UK) Ltd is registered in England and Wales, Number 08772076. Registered Office: The Business Store, 98-100 High Road, Rayleigh, Essex, SS6 7AE.