Jonathan Finlay
The heartbeat of my firm is to provide suitable advice on investment planning, pension planning, pre and post retirement planning, protection and estate planning and in the process develop and maintain meaningful relationships with my clients.
About
Despite over 25 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.
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 his Operations Partner and Chartered Adviser, Susan Wilson and Advisers Gerald Stanley and Patricia McKillop. They are supported by a three-person strong administration team with over 60 years of experience between them.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
