Jonathan has been in the financial services industry for nearly 20 years. He started his career within the insurance sector, in both broker consulting and retirement specialist roles, before becoming a financial planner in 2015.
Jonathan joined Progeny in June 2018, following the acquisition of Evolve Financial Planning. He has a portfolio of private clients in the South of England and also provides employee benefit solution advice and support to a number of employers. He enjoys helping his clients identify and realise their aspirations via holistic financial planning and is currently working towards achieving Chartered status.
Originally from Sheffield but now an expat Yorkshireman, Jonathan lives in Frimley in Surrey with his wife and their three sons, two of whom he is happy to report are Sheffield United supporters.
When not at work, Jonathan is coach for his younger son’s football team and has recently started playing 5-a-side again after nearly 20 years.