Jonathan is a Chartered Financial Planner and Fellow of the PFS who has been advising clients for 15 years, and has over 20 years’ experience within financial services industry.
He joined Progeny in 2022, following the acquisition of The RU Group. Jonathan provides holistic financial planning advice to long standing and new clients based across the Midlands and also the UK, including Wealth Management, Retirement Planning and Inheritance Tax mitigation.
He prides himself on developing long term relationships with his clients to ensure they achieve their individual objectives.
Outside of work Jonathan resides in Leicestershire with his wife, who is also Chartered, in Human Resources and Personal Development and his two sons, resulting in a busy home life!
Jonathan is an avid sports fan and enjoys playing numerous sports including; football, tennis, golf and cycling. He is also a qualified football coach for his eldest son’s team, which keeps him busy every weekend.
