Meet Jonathan

Jonathan is a Financial Planner with particular expertise in pension and retirement planning. Before joining Lync, then known as PWS, he held senior roles within the insurance industry and developed extensive experience in helping individuals and businesses navigate complex financial decisions.

He works closely with private and corporate clients, providing clear, practical advice tailored to their circumstances. Jonathan is passionate about helping people make informed decisions, whether they are planning for retirement, protecting their family’s future or building long-term financial security. His greatest satisfaction comes from seeing the positive difference good financial planning can make to clients’ lives and businesses.

Outside work, Jonathan enjoys skiing and maintaining an active lifestyle through regular fitness and exercise. He also spends plenty of time providing a ‘taxi service’ for his teenage child.