Jonathan is one of the original founders of the business and has spent many years working with companies across the UK to help their employees make informed financial decisions through the provision of financial education, guidance and regulated financial advice.
In recent years this service has extended to the Trustee market, supporting pension schemes to help their members understand their financial situation, particularly with regards to pensions and how to optimise income in retirement. Jonathan is also a recognised commentator on financial matters, particularly with regards to pensions and retirement.
He is often quoted in the national and trade press and frequently speaks at conferences and roundtable events. See latest news for more details.