Jonathan’s approach begins with a thorough assessment of each client's unique circumstances and objectives. By gaining a deep understanding of their financial and personal landscape, he is able to create a tailored plan that aligns with their specific needs and aspirations. His recommendations often encompass a blend of business planning, retirement strategies, tax optimisation, estate planning, and protection.

With these elements in mind, Jonathan develops a clear roadmap for his clients, guiding them through the steps they need to take on their journey toward achieving their goals. Jonathan believes that one of the key roles of a financial planner is to serve as a sounding board for his clients, adapting plans as necessary. Markets fluctuate, personal situations change, and tax laws evolve—each of which can impact a client’s financial outlook. As an adviser, Jonathan remains proactive and vigilant, ensuring the plan stays on course through regular adjustments.

He has earned the trust of numerous clients by combining financial expertise with personalised guidance, helping them grow wealth, manage risk, and realise their financial dreams. His mission is to empower business owners and directors to make informed financial decisions that drive growth, safeguard their business, and provide lasting peace of mind and financial security Outside of work, Jonathan is an avid sports enthusiast. He plays for Chester Hockey Clubs 1st team and is a proud sponsor of his local golf club Vicars Cross and Pontblyddn Cricket club in North Wales.