Biography / Experience
As a Chartered Financial Planner, Jonathan has an in depth knowledge of all aspects of financial planning but his particular niche is retirement planning. He has considerable experience in the SIPP and SSAS market. He works with solicitors in the pension and divorce market and other professional connections in identifying advice issues and opportunities for their clients arising from changes to pension legislation.
Jonathan assisted directors of a limited company to each establish a SIPP. By transferring in their existing benefits and using tax efficient ways of funding pensions, utilising carry forward and pension input periods, they successfully purchased a commercial property from where the limited company trades and pays rent into the respective SIPPs.
Jonathan assisted in establishing a true value and understanding of a number of pension funds including a final salary scheme benefit resulting in an increased pension share for his client. In addition addressing the softer financial planning considerations for his client post divorce.
Jonathan loves playing golf. He is a member at Whittington Heath with a handicap of 10. He remains a life long supporter of Leeds United.