Jonathan Whitmarsh

Summary

Jonathan is a member of our wealth management team and has over 20 years' experience in financial services.  He works closely with clients to really understand what is important to them in the short, medium and longer term and following discussion will put together a financial plan which is tailored to their individual circumstances.  Jonathan reviews and updates his clients' plans through regular updates as part of the Napthens' Wealth Management service.

Specialisms

Jonathan works closely with his clients to develop investment strategies that will help to meet their goals.  He focuses on building long term relationships so that he can understand the changing needs of his clients and is able to develop plans that remove the worry of investing, so that clients can go and ‘live their lives’.

Background

Jonathan's career in financial services began in 1993 at Bradford & Bingley where he worked for 14 years as an Independent Financial Consultant.  He joined Ludlow Wealth management in 2007 as a Senior Consultant and became a member of Napthens Wealth Management team in 2014.

Memberships and Awards

Jonathan is a member of the Chartered Insurance Institute and holds the Diploma in Financial planning.

Napthens Wealth Management Ltd is an appointed representative of Ludlow Wealth Management Group Limited which is authorised and regulated by the Financial Conduct Authority.