About me

Jonathan is father to Alexander and owner of Abbie their chocolate brown Lab. He is passionate about helping his clients and brings over 35 years of financial services experience with him when he listens and puts together plans for their future.

Jonathan’s late wife died in 2021 and he truly understands and empathises with clients at a deeper level as a result. He helps bring his clients dreams to life whilst also ensuring that their dreams are built on solid foundations.

Jonathan has always enjoyed sport and has played Hockey for Wales and played Golf at a high level. He has held the course record at Clyne Golf Club since 1992.

Jonathan & Alexander are supporters of Swansea City Football Club and Wales and were lucky enough to see Wales compete in the World Cup in Qatar.