Jonathan is long established as a Financial Planner in the South West, with many years’ experience working within regional Accountancy & Legal firms.

His key strengths are assisting clients leading up to and throughout retirement and on to the next generation, with a wide range of experience working alongside other professionals to achieve financial, tax and legal peace of mind for clients and their families.

Robin Keyte

Robin Keyte

Chartered Financial Planner, Certified Financial Planner & Certified to ISO 22222

 

Read more
Alex Dyer

Alex Dyer

Research and Client Reporting

Read more
Ben Smith

Ben Smith

Financial Adviser

Read more
Duncan Shaw

Duncan Shaun

Chartered Financial Planner

Read more
Gemma Davey

Gemma Davey

Financial Adviser

Read more
Jacqueline Hampton

Jacqui Hampton

Client Support

Read more
Jessica Doyle

Jessica Doyle

Assistant Accountant

Read more
Jonathan Hill

Jonathan Hill

Certified Financial Planner and Chartered Wealth Manager

Read more
Ryan Mason

Ryan Mason

Paraplanner

Read more