0141 376 0209
Based in Glasgow
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: October, 2024
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jonathan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jonathan's statusLast checked: 06 May 2026
Jonathan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jonathan's status
73
Recent Client Reviews
Jonathan has received 73 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Jonathan has received 73 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.Last checked: 21 November 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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About
He is a Pension and Investment Specialist with over 20 years of experience within Financial Planning. Through his wealth of knowledge, Jonathan can make complex areas of financial advice more easily digestible for clients by simply spending time with them to understand their needs and objectives. Jonathan is a Chartered Financial Planner and has passed the Advanced Financial Planning examinations in his specialist areas of AF1 Tax and Trust Planning, AF3 Pension Planning and AF4 Investment Planning. In addition, he has a Fellowship of the Personal Finance Society and Associateship of the Chartered Insurance Institute. He is an avid charity fundraiser, having completed ironman distance triathlons, ultra marathons, the London Marathon, abseiling from a Titan Crane and a skydive! Jonathan also enjoys spending as much time as possible with family and friends outside of work and when possible participating in sports activities, particularly golf, running and cycling.
