Despite over 21 successful years in the industry, Jonathan is still enthusiastic about the world of financial services which has seen him develop from an Adviser to a Financial Director and now to a Managing Partner in Finlay Wealth Management.
His acceptance of an invitation to join St. James's Place has allowed him and his clients to experience the distinctive investment approach and client service which is a hallmark of St. James's Place.
As a Senior Partner Practice of St. James's Place, Jonathan is able to provide bespoke quality advice to his clients and to build productive relationships with them as a result and thus ensure their financial plans are reviewed in the light of any changes to their circumstances.
A native of Belfast, Jonathan is married and has a lively young son who may well eventually challenge his father’s golf handicap.
Jonathan is joined by Advisers Susan Wilson, Gerald Stanley and Andrew Gordon. They are supported by a four person strong administration team with over 60 years of experience between them.