A Chartered Financial Planner & Investment Specialist.
- Chartered Financial Planner
- Fellow of the Personal Finance Society
- Investment Management Certificate
Jonathan joined the LIFT-Group in 2010 and has eight years’ experience as a financial planner. He became a Fellow of the PFS at the age of twenty-four, which at the time made him the youngest in the society’s history.
An avid Liverpool supporter, Jonathan watches his team whenever he gets a chance and also enjoys eating at restaurants with a decent bottle of red wine.