Droitwich
Jonathan joined Perspective in November 2025 as part of an acquisition, bringing with him over a decade of experience in the financial services industry. With 11 years in the profession, he has developed a strong understanding of client needs and the importance of delivering clear, effective financial advice.
He holds a number of professional qualifications, including the Advanced Diploma for Financial Advisers (Adv DipFA), the Certificate in Long Term Care Planning (CertLTCP) and is a Chartered Associate of the London Foundation for Banking & Finance (ALFBF). These credentials reflect his commitment to maintaining high professional standards and providing informed, specialist advice.
Jonathan places a strong emphasis on trust and proactivity in his client relationships. He believes that building confidence and maintaining open, honest communication are key to achieving successful long-term outcomes.
He particularly enjoys spending time with clients, helping them to understand their options and working closely with them to build tailored plans for retirement. Supporting clients on their journey towards financial security and peace of mind is the most rewarding part of his role.
Enjoy keeping fit – Running, Crossfit and playing golf.
I have completed two Ultramarathons.
Skydive
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
