After qualifying in accountancy, Jonathan found the lure of Private Client Tax, Investment and Pension too much after the world of auditing and starting to specialise in this area over 20 years ago.
Since then Jonathan has been advising clients on all aspects of personal financial planning. Jonathan was appointed Partner at Arthur Andersen in 2000 and Deloitte in 2002. In addition to his accountancy qualification, Jonathan also holds the Personal Finance Society diploma and has been the senior examiner for the Taxation and Trusts exam for the Chartered Insurance Institute. Jonathan's clients include families and their related entities, entrepreneurs, PLC directors and professional partners.