Jonathan joined Sage Wealth Management in April 2016 and is dedicated to offering the highest levels of service based on honesty and trust whilst building long-lasting relationships with his clients. He aims to make financial advice easy to understand and accessible to each and every person with a need.
He focusses on providing clients with a personalised wealth management and financial planning experience tailored to individual needs and has wide-ranging expertise in investment and pension planning alongside protection needs for individuals, families and business organisations.
