Qualifications
Professionally
Jonathon launched DSW Wealth Planning in 2022. He is a Chartered Financial Planner, a qualified Pension Transfer Specialist and has a qualification in Sustainable Finance from the Cambridge Institute for Sustainability Leadership (CISL).
Jonathon previously worked at Investec Wealth & Investment UK, where he was an Associate Director for more than six years at its Liverpool office. He began his career in banking with Santander and then spent some time working in the Middle East.
Personally
In his spare time, Jonathon enjoys travelling, playing golf, and trying out new restaurants around Merseyside.
Jonathon is also able to communicate visually via British Sign Language.
