Lincolnshire
Jonathan joined Perspective in December 2024 when Tony Fenton & Sons WM Ltd were acquired as Perspective (Fenton & Danes).
Jonathan started his career in 1997, gaining qualifications and experience over 6 roles. He has had Fellowship of the CII/PFS since 2023 and is considering becoming a member of the SOLLA.
Jonathan most enjoys helping clients meet their own objectives and goals, but also highlighting financial issues clients are not aware of, educating clients and putting plans in place to make them and their families better off. He helps clients by providing a full range of independent financial advice to individual and corporate clients.
Outside of work he enjoys Specimen fishing, Cycling with various clubs and challenges from the UK to South Africa, Hiking in the UK with his wife and dog and 4 grown up children who keep him busy.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123