Partner, Wealth Planning
Jonathan is a Chartered Financial Planner and Member of the Society of Trust and Estate Practitioners (STEP). As a Partner of the Family Office division of Killik & Co. Jonathan gives tailored financial advice to families with complex needs – helping maximise their reward for years of hard work. His areas of advice expertise include:
Comprehensive Wealth Structuring, Investment Advice, Retirement Planning / Pensions, Estate Planning / Inheritance Tax, Advice Surrounding Divorce and UK Connected International Clients.