Jonathan is an astute financial planner who has a personable attitude and is willing and able to provide prudent financial planning advice. I have been advised by Jonathan over the last 4 years and have benefitted from his expertise, knowledge and understanding of today's challenging, complex and dynamic financial environment.

Jonathan provides one to one advice and takes the time to understand my individual & family needs in order to plan - work towards - a financially secure future. I would recommend Jonathan to anyone looking for a friendly and knowledgeable family advisor who adopts a caring approach less

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