Role: Managing Director
Specialism: Corporate Financial Planning & Wealth Management
Overview: As Director of Platinum Financial, Jonathan spends most of his time advising corporate clients and high net worth individuals on their personal wealth management.
Achieved DipPFS Diploma Level, CII
Member of the Personal Finance Society & Chartered Insurance Institute
A solid network of clients from individuals, SME's and large corporate clients
Advises corporate clients in relation to a wide range of Employee Benefits
Appointed Financial Adviser to a range of Defined Benefit and Defined Contribution Pension Schemes
Experience in core advice areas, as well as specialism in Pensions & Investments
Regularly presents educational workshops to a number of corporate clients, their employees and members.
Corporate Pension Schemes & Employee Benefits
Pre & Post Retirement Planning
Personal Wealth Management
Inheritance Tax Planning
Tax Treatment is based on individual circumstances and may be subject to change in the future.