Jonathan started working in the banking industry in 1988 for Abbey National (now Santander) where he became an investment Adviser in 1997. He remained in the banking industry for 24 years. Jonathan then joined a firm of Independent Financial Advisers (IFAs) and stockbrokers based in Canary Wharf, London, where he qualified as a stockbroker. He joined another firm of IFAs in Aberystwyth in 2012 as a Senior Financial Consultant before coming a Director of this firm in 2013. He was invited to become an Associate Partner Practice of St. James's Place in January 2019 when he set up his new company Countryside Financial Services.
When I’m not helping clients plan for their futures, I love spending time with my wife, Yvonne, who also works in the business as our office Manager. We love the outdoors and enjoy horse riding and country walks with our dogs. Family is everything to me, and creating meaningful memories together is always a priority, whether it’s exploring the Welsh countryside or simply enjoying a quiet day at home.
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.