Jonathon, Partner, launched DSW Wealth Planning in 2022.
He previously worked at Investec Wealth & Investment UK where he was an Associate Director for over six years at its Liverpool office. Jonathon began his career in banking with Santander and then moved to spend some time working in the Middle East. He is a Chartered Financial Planner, qualified Pension Transfer Specialist and has a qualification in Sustainable Finance from the Cambridge Institute for Sustainability Leadership (CISL). Jonathon is also able to communicate visually via British Sign Language.
In his spare time Jonathon enjoys travelling, playing golf, and trying out new restaurants around Merseyside.
DSW Wealth Planning – Daresbury Office