Specialism – Corporate financial planning and wealth management
Jonathan established Platinum Financial Planning in 2004 with the belief that the successful management of wealth takes an understanding of finance but is rooted in an even deeper understanding of people. Jonathan’s main desire for Platinum is to operate a firm with absolute integrity, loyalty, and transparency at its very core. Since forming Platinum Financial Planning, Jonathan has created trusted relationships with clients and has taken Platinum from strength to strength. Jonathan’s time is mainly spent advising corporate clients and individuals on their personal wealth management, an area of the business he has a strong passion for.
In his spare time Jonathan enjoys spending time with his wife and 3 young children. Captain of his local rugby club in his youth, Jonathan lends his support from the sidelines these days, and of course enjoys reminiscing with old teammates about how much harder it was when they played ‘back in the day’.