Jonathan is a Senior Partner at Estia, working with high-net-worth-individuals clients to create clear, strategic plans for long-term financial wellbeing.

With over a decade of experience in wealth management, Jonathan brings a calm, considered approach to financial planning - helping clients align their wealth with what matters most to them. Whether navigating retirement, managing the complexities of family wealth, or simply investing with confidence, he provides clear, tailored advice rooted in long-term relationships.

Before co-founding Estia, Jonathan built a successful career at a leading wealth management firm, where he was consistently recognised for the strength of his client relationships and his ability to simplify complex financial decisions. That foundation continues to shape his philosophy: to deliver thoughtful, values-led planning that empowers clients to make confident, informed choices at every stage of life.

Jonathan also plays a key role in supporting the development of advisers at Estia. Drawing on his mentoring experience, he helps raise professional standards and embed a culture of integrity and excellence across the team.

Outside of work, Jonathan is a proud father of two and an enthusiastic James Bond fan. He balances professional life with family, fitness and friendships - bringing the same energy and commitment to all areas of life.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.