With over two decades in financial services, Jonathan brings deep expertise and a passion for helping clients achieve their goals. Starting out in insurance as a broker consultant and retirement specialist, he transitioned to financial planning in 2015 and hasn’t looked back.
Jonathan joined Progeny in 2018 after the acquisition of Evolve Financial Planning. Today, he works with clients across the UK, delivering holistic strategies that turn aspirations into reality. He’s currently on the path to Chartered status.
Originally from Sheffield, Jonathan now lives in Frimley, Surrey, with his wife and three sons. Away from work, he’s either plotting his next run, debating films with his movie-obsessed kids, or exploring Europe’s art galleries—a passion sparked by his wife’s love of painting.
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