Jonathan is a Chartered Wealth Planner and one of the Associate Directors of Killik & Co, specialising in working with individuals and families to firstly understand their current financial position, lifetime goals, and then develop tailored solutions alongside investment to help achieve each objective. Key areas of financial planning advice which Jonathan often advises upon include; planning for future school/university fees, financial protection, existing pension provision, retirement planning, and minimising overall tax burdens including succession planning.  Lifetime cash flow analysis often forms a core element of identifying considerations and developing tailored solutions.

Jonathan also previously worked in Killik & Co’s Dubai branch where he built up his knowledge of the Offshore financial services industry whilst assisting non-UK resident clients.