Jonathan joined Progeny in June 2018, following the acquisition of Evolve Financial Planning.
He has worked in financial services since graduating from the University of Leeds in 2003 with a degree in Philosophy & English. He started his career working for large insurance companies in various capacities (customer service, business development) in Sheffield and London, before joining Evolve in 2015. He has been a Financial Planner since February 2016.
Jonathan works mainly with private clients, and also provides advice and support to employers with their employee benefit solutions. His academic background means that he approaches clients’ financial issues with a methodical and logical approach, whilst his reflective and questioning nature allows him to truly get to the heart of his clients hopes and aspirations, ensuring that his advice and guidance is tailored to best achieve the future (financial or otherwise) that his clients really want.
Originally from Sheffield but now an expat Yorkshireman, Jonathan lives in Frimley in Surrey with his wife Leigh, their three sons, and their Cockapoo, Betty.
When not at work, Jonathan keeps himself busy being the coach for his younger son’s football team, which has rekindled his own long-lost love for the game. He has started playing 5-a-side again after nearly 20 years and is happy that two of his three sons support Sheffield United.
