Jonathan co-founded The Financial Advice Service (TFAS Wealth’s appointed representative) in 2014 which built on a long experience of leadership and innovation in financial services and a passion for widening access to investment advice and products through remote technologies.
Previously, he played a central role in building a prominent national financial advisory practice out of which he launched the UK’s first online ISA businesses in the early 2000s. He went on to hold a number of senior positions in the investment sector including UK Head of Investments for Citibank, Head of Sales for LV= Asset Management and Managing Director of Cohesion Investments under the Chairmanship of James Caan CBE.
Jonathan continues to serve TFAS as a non-executive director and remains a champion of the use of technology to give access to the highest standards of professional financial advice to clients from every corner of the United Kingdom.