Meet Jonathan

At work

Jonathan is a Financial Planner with a particular specialism in pension and retirement planning. Before joining PWS, he held senior roles within the insurance industry. Over the years he has developed extensive expertise in helping individuals and businesses navigate complex financial planning decisions.

Today, Jonathan works closely with both private and corporate clients, delivering clear, practical advice tailored to their unique circumstances. He is passionate about helping people make informed financial 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.

At home

Away from the office, Jonathan enjoys spending time on the ski slopes and maintaining an active lifestyle through regular fitness and exercise and being a ‘taxi service’ to his 15 yr old. He values the focus and balance that sport brings, qualities that shape his approach to financial planning.

The important stuff

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Jonathan’s entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Jonathan’s.