Professionally

After gaining a broad knowledge of the industry working as a Trainee Financial Paraplanner for a small local financial planning firm, Jonny joined us in 2022 keen to be part of a forward-thinking firm with a strong track record.

His role sees him providing operational and administrative support to our advisor team, helping them deliver an accurate and timely service that enables our clients to meet their financial goals.

qualifications

  • BA (Hons) History

Personally

When not working, Jonny likes to travel and spend time with family and friends. He enjoys visiting cities throughout Europe and taking in their culture and history (his favourite so far is Rome). He is also an avid sports fan.

Jonny in the spotlight

An interesting fact about me is:
I have completed the Yorkshire Three Peaks challenge and London to Brighton walk for charity
My professional goals are:
To gain further professional accreditations and understand the complete technical and operational side of financial planning
Canterbury & Central Postal Address:
Graylaw House
20 - 22 Watling Street
Canterbury
Kent
CT1 2UA
Horsham Address:
Springfield House
Springfield Road
Horsham
West Sussex
RH12 2RG
London & Registered Office Address:
3 Gough Square
London
EC4A 3DE

Contact us

Get in touch today to discover how we may be able to assist you.