Maidstone
Jonathan joined Perspective (South East) in 2021.
Jonathan has nearly 20 years of experience in the Financial Services industry, having worked in roles such as Mortgage Advisor, Bank Manager, Paraplanner and Financial Advisor.
He is dedicated to putting clients’ needs first, providing clear, unbiased advice, and treating their assets with the same care he would his own. Jonathan particularly enjoys seeing the positive difference sound financial planning can make to clients’ lives.
Outside of work, Jonathan plays rugby and cricket for local clubs. He previously represented London Wasps RFC during his university years and hopes to one day travel the world, with destinations like Hawaii, Iceland and Asia on his list.
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
