Lincolnshire
Jonathan joined Perspective in December 2024 when Tony Fenton & Sons WM Ltd were acquired as Perspective (Fenton & Danes).
Jonathan started his career in 1997, gaining qualifications and experience over 6 roles. He has had Fellowship of the CII/PFS since 2023 and is considering becoming a member of the SOLLA.
Jonathan most enjoys helping clients meet their own objectives and goals, but also highlighting financial issues clients are not aware of, educating clients and putting plans in place to make them and their families better off. He helps clients by providing a full range of independent financial advice to individual and corporate clients.
Outside of work he enjoys Specimen fishing, Cycling with various clubs and challenges from the UK to South Africa, Hiking in the UK with his wife and dog and 4 grown up children who keep him busy.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
