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.
Experience:
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.
Specific Skills:
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.