Jonathan is a Trainee Adviser in the Financial Planning department. Currently working towards completing his Diploma (Level 4) qualification in financial planning, Jonathan is guaranteed to gain a wealth of experience at PK Group. On a daily basis, Jonathan assists advisers, focuses on training and development and is also working towards his CAS status. He has also had exposure to pensions and investments, protection (both individual and corporate) and cash flow modelling. With over 6 years’ experience in the finance profession, such as working for Stadden Forbes Wealth Management Ltd, Jonathan is looking forward to developing his career in financial advice.
Aside from work, he is a follower of most sports, in particular football and supporting Tottenham Hotspur. Jonathan is also into his fitness and listening to classic rock music!